Blog

Check Back Each Week for New Articles!

qtq80-WFrI7k

Pride Month & Planning: Securing a Legacy that Lasts

As Pride Month begins, we celebrate the progress made toward equality while acknowledging that LGBTQIA+...
qtq80-m2StiR

Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy

Memorial Day isn’t just about barbeques or pool parties. It’s a day to collectively pause...
qtq80-SleHxs

Why Business Owners Deserve More Than an Easy or Cheap Estate Plan

Picture this: you've just set up your estate plan using a quick and easy online...
qtq80-xqyMqE

A Mother’s Legacy: Estate Planning as Your Greatest Expression of Love

When we think about Mother's Day, we often picture breakfast in bed, handmade cards, and...
qtq80-GLE97P

10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)

Imagine this: something unexpected happens, and you're suddenly unable to care for your children. It's...
qtq80-vyjfi6

Why Reviewing Your Trust Regularly Isn’t Optional – It’s Essential

You've taken the important step of creating an estate plan, and it includes a trust—congratulations!...
qtq80-XfujlP

Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits

Imagine this: You've spent decades carefully saving money, building a comfortable nest egg that represents...
qtq80-bbOr6M

Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love

Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works...
qtq80-9t48lC

BOI/CTA UPDATE: Treasury Department Suspends Enforecement of Penalties

UPDATE: On March 2, 2025, the U.S. Department of the Treasury announced that it will...
qtq80-9BTnNQ

Planning a Trip? Protect Your Children with a Kids Protection PlanⓇ

As Spring Break approaches, followed by summer, you're likely focused on planning the perfect getaway...