If you are a divorced father, you already know something that most married fathers don't: showing...
Divorce Doesn’t Update Your Estate Plan: Here’s What Does
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Young Families
He Sold His Company for $1.2 Billion. He Died Without an Estate Plan.
If something happened to you tomorrow, would the people you love know what to do? Would they have...
One Death, One Courtroom, One Child – and a Lesson Every Parent Needs to Hear
You probably assume that if something happened to you, the other parent would step in and...
Here’s What Could Happen to Your Retirement Accounts After You Die
Retirement accounts like 401(k)s and IRAs often represent the single largest category of wealth...
Creating a Trust in Your Will vs. Creating a Living Trust: Part 1
You've probably heard that trusts help families avoid probate court and protect assets for the...
“It Has Been Such a Good Life”: The Legacy Your Loved Ones Need
When Anna Harp lost her father, Rudolph Clausing, she didn’t get to say goodbye. It was January...
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....
Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love
Love in the 21st century takes many forms, and for a growing number of couples, "forever" doesn't...
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...
Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance
If you have a current estate plan, I'll bet you plan to leave your assets to your children...
Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy
The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about...
Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future
When you create an estate plan that includes a living trust, you've taken an essential step toward...
4 Estate Planning Myths That Put Your Loved Ones at Risk
Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend:...
Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership
When preparing for college expenses, understanding how financial aid and estate planning intersect...
Common Estate Planning Questions Part 1 of 2 – On How to Handle Your Assets
When it comes to estate planning, I get many questions about many topics. One of the most common...
Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning
As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and...
Estate Planning: A Gift of Peace and Power for Every Mother
Moms spend their days and nights thinking about how to make sure their children are happy,...
Why Estate Planning Is the Best Use of Your Tax Refund
When that extra bit of money from your tax refund lands in your bank account, (kinda feels like...
PARENTS, STEP-PARENTS AND CHILDREN, OH MY! BLENDED FAMILIES + DEATH = A POTENTIAL NIGHTMARE
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many...
14 Ways to Show Your Finances Some Love This Year – Part 1
Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay...