Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter

July 26, 2024

For the last two weeks, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of our four-part celebrity series, we discuss a topic that no one wants to think about as it may seem to be a fate worse than death: incapacity. Unlike death, not everyone will become […]

Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts

July 15, 2024

ESTATE PLANNING,

This week, we’re continuing to look at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). Last week, we examined Michael Jackson’s planning and the holes in his plan that resulted in his family being embroiled in court and conflict for 15 years and counting (if you missed it, go […]

Celebrity Estate Plans Series Part 1 of 4: Michael Jackson

July 9, 2024

ESTATE PLANNING,

What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. Maybe it’s because we can relate in some way, or maybe we feel like we can’t relate and that’s what makes celebrities interesting. Their lives always seem attractive but somehow… just out of […]

Value Freedom? Here’s Why an Estate Plan Is Your Declaration of Independence

July 2, 2024

ESTATE PLANNING,

As you celebrate the Fourth of July and all it represents – freedom, independence, and the pursuit of happiness – take pride in the ultimate American liberty: the right to decide your own affairs, even after death or in the event of incapacity. An estate plan, specifically a Life & Legacy Plan, is the way […]

The Surprising Connection Between Men’s Health and Estate Planning

June 24, 2024

ESTATE PLANNING,

June marks Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the early detection and treatment of disease among men and boys. So this month, let’s turn the focus to you, gentlemen. You already know that taking care of your health allows you to prolong your life […]

They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood

June 20, 2024

ESTATE PLANNING,

When your child turns 18, they’re legally considered an adult even though they have a lot more growing to do (though they may not think so!). Just like any other adult, their health and financial information is protected by privacy laws. But unlike any other adult, that’s still your child and you want to be […]

Father Knows Best: Avoiding Common Estate Planning Pitfalls

June 11, 2024

ESTATE PLANNING,

If you’re a father, you’ve always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can falter if you overlook the complexities of estate planning. So this Father’s Day, let’s celebrate all of you dads and explore some common pitfalls that fathers often […]

Memorial Day Reflections: Crafting Your Lasting Legacy With Estate Planning

May 29, 2024

ESTATE PLANNING,

Memorial Day brings with it an opportunity to reflect on the concepts of mortality, remembrance, and legacy. As we remember the brave men and women who lost their lives serving in the military, may this day also inspire you to think about the legacy you wish to leave behind. But, first, what is a legacy, […]

10 Steps to Take Now to Secure a Comfortable Retirement: Part 2

May 21, 2024

ESTATE PLANNING,

Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored essential steps including estate planning, preparing for long-term care, and passing on your legacy. As we continue with the second part of our series, we’ll delve into additional areas that are crucial for ensuring your golden […]

10 Steps to Take Now to Secure a Comfortable Retirement: Part 1

May 13, 2024

ESTATE PLANNING,

Retirement is more than just an end to the working years; it’s an exciting new phase of life that requires thoughtful preparation and strategic planning. Since May is Older Americans Awareness Month, it’s the perfect opportunity to explore 10 steps you can take now to ensure a comfortable and fulfilling retirement. In this article, we’ll […]