From Our Desk to Yours

Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality for James Howells, a computer engineer from Wales, who has...

The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that is a powerful warning for everyone - married couples especially - regardless of net worth....

You've taken the important step of creating an estate plan, including a trust—congratulations! This shows you care deeply about keeping your family out of court and conflict, ensuring your wishes...

Life is full of joyful changes, such as welcoming new family members, which come with both happiness and responsibilities. In these precious moments, ensuring that your loved ones are taken care of...

Imagine this: You've spent decades carefully saving money, building a comfortable nest egg representing years of hard work and discipline. One morning, you're sipping coffee and browsing the news...

Love in the 21st century takes many forms, and for many couples, "forever" doesn't always include a marriage license. While a deeply personal choice, being unmarried adds layers of legal and...

As summer approaches, you're likely focused on planning the perfect getaway with your children—booking flights, reserving hotels, and mapping out exciting activities. However, one crucial aspect of...

The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their marriages are rolled back. You’ve worked hard to build a life...

Small businesses often overlook succession planning, but it is essential for securing the future. Without a plan, unexpected leadership changes could disrupt your business. So why is it often...

The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for her iconic roles in "Beverly Hills, 90210," “Heathers” and...

UPDATE: On March 2, 2025, the U.S. Department of the Treasury announced that it will not enforce any penalties or fines associated with the Corporate Transparency Act (“CTA”) reporting requirements...

When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility - distribute assets according to their will and handle some paperwork. However, as many...

When you create an estate plan with a living trust, you've taken an essential step toward protecting your home and family from the cost of court. However, many people don't realize that placing...

Did you know your assets could become "unclaimed property" and be turned over to the government? It happens more than you think! State governments across America currently hold a staggering $60...

​​Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate planning. The Caring.com survey revealed that only 32% of...

Proactive estate planning is crucial for bringing peace of mind to individuals and their families. By organizing an estate plan, personal wishes are ensured to be respected, and affairs are kept in...

Do you know that uneasy feeling when you think about what everyone you love would do if (and when) something happens to you? That nagging voice reminding you that you still haven't created a will...

Understanding how financial aid and estate planning intersect can make a significant difference when preparing for college expenses. This article will explain how asset ownership influences aid...

When planning for your family's future, the options can feel overwhelming. Should you get a will? Create a trust? And what happens if you do nothing at all? These aren't just academic questions -...

Regarding estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership and asset management. Understanding how accounts are titled and...

Why You Should Update Your Estate Plan as the New Year BeginsAs we ring in the new year, it's a popular time for reflections and resolutions. One crucial, yet often overlooked, resolution is to...

As the year comes to a close, it’s the perfect time to reflect on your financial and personal goals, including your estate plan. Estate planning is a critical task that ensures your assets are...

Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of 75. While her acting legacy continues to captivate fans, her passing reveals important...

As the year draws to a close, it's a natural time to reflect on any big changes that may have come your way in 2024. Whether you've recently gotten married, divorced, welcomed a new child, or...

You might think estate planning is only for the wealthy or too complicated and expensive. These are just a few myths surrounding estate planning that I hear often. In reality, estate planning is...

In today’s world, where natural disasters and unforeseen events can disrupt our lives immediately, preparedness is no longer a luxury; it’s a necessity. So, to ensure you and your loved ones are...

In an aging society, you might face difficult end-of-life decisions for your loved ones sooner than expected. And when you do, you’ll realize the journey through end-of-life care is rarely...

If you’ve ever considered planning for your future or helped someone plan for theirs, you’ve probably heard the term “power of attorney.” But do you know what it is? The terms “power” and “attorney...

The passing of a loved one is a heartbreaking event, filled with grief and sorrow. However, the aftermath can become even more painful if disagreements over their personal belongings tear your...

When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as details of his estate began to emerge, a curious puzzle presented...

Have you ever heard horror stories about families fighting over Grandma’s jewelry or getting stuck in a never-ending legal battle after someone passes away? Or how long it can take to sell a house...

Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful, especially when the stakes are low. Need a personalized meal plan or...

As the seasons change and we transition from the warmth of summer, it’s a perfect time to reflect on the contributions and achievements that have shaped your life. The work you’ve put into building...