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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 a parent's worst nightmare. In...
Lauren Kaplan
May 114 min read


Just Married? 6 Estate Planning Essentials for Newlyweds - Part 2
As we head into wedding season, if you are a newlywed or are about to tie the knot, add “estate planning” to your do list. And yes, we...
Lauren Kaplan
May 45 min read


Just Married? 6 Estate Planning Essentials for Newlyweds - Part 1
As we head into the start of wedding season, if you are a newlywed or are about to tie the knot, add “estate planning” to your do list....
Lauren Kaplan
Apr 286 min read


10 Common Estate Planning Mistakes Your Family Can't Afford to Make - Part 2
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
Lauren Kaplan
Apr 207 min read


10 Common Estate Planning Mistakes Your Family Can't Afford To Make - Part 1
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
Lauren Kaplan
Apr 137 min read


Gene Hackman's Estate: A Wake-Up Call
The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that serves as a powerful warning for...
Lauren Kaplan
Apr 66 min read


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! This shows you care deeply about...
Lauren Kaplan
Mar 295 min read


DIY Wills & Trusts: A Quick Fix That Could Lead to a Costly Disaster
You’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will,...
Lauren Kaplan
Mar 224 min read


Protect Your Kids’ Future—On Your Terms
As parents, we're hardwired to prioritize our children's well-being above all else. We work tirelessly to provide for them, nurture them,...
Lauren Kaplan
Mar 163 min read


Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples
The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their...
Lauren Kaplan
Mar 95 min read


5 Common Estate Planning Concerns For Your Second (Or More) Marriage
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...
Lauren Kaplan
Mar 16 min read


Protecting Your Family's Safety Net: How to Set Up Your Life Insurance Policy The Right Way
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved...
Lauren Kaplan
Feb 234 min read


Unclaimed Property: Why Estate Planning is More Than Just Documents
Every year on February 1st, we observe National Unclaimed Property Day - a reminder of the staggering $60 billion in forgotten and...
Lauren Kaplan
Feb 94 min read


Avoid These 2 Common Causes for Dispute Over Your Estate Plan - Part 2
In the first part of this series, we discussed one of the most frequent causes for dispute over your estate plan. Here, we’ll look at...
Lauren Kaplan
Feb 25 min read


Avoid These 2 Common Causes for Dispute Over Your Estate Plan - Part 1
No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you...
Lauren Kaplan
Jan 253 min read


2025 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?
One of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan...
Lauren Kaplan
Jan 186 min read


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: Americans are falling behind on estate...
Lauren Kaplan
Jan 115 min read


Five Essential Steps to Protect Your Loved Ones in 2025
You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging...
Lauren Kaplan
Jan 55 min read


4 Reasons Why You Can't Afford To Go Without An Estate Plan
When it comes to putting off or refusing to create an estate plan, your mind can concoct all sorts of rationalizations: “I won’t care...
Lauren Kaplan
Dec 27, 20246 min read


How to Talk Money With Your Family Over The Holidays
The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If...
Lauren Kaplan
Dec 15, 20244 min read
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