top of page


Copy of Common Estate Planning Questions on How to Handle Your Assets - Part 2
When it comes to planning for your family's future, the options can feel overwhelming. Should you get a will? Create a trust? And what...
Lauren Kaplan
Dec 9, 20245 min read


Common Estate Planning Questions on How to Handle Your Assets - Part 1
When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account...
Lauren Kaplan
Dec 1, 20245 min read


How Thanksgiving Can Inspire Your Family Legacy Planning
With Thanksgiving approaching, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the...
Lauren Kaplan
Nov 24, 20244 min read


Estate Planning 101: Wills vs. Trusts
Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While...
Lauren Kaplan
Nov 17, 20246 min read


The Hidden Truth About Settling a Loved One’s Estate
When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs....
Lauren Kaplan
Nov 10, 20244 min read


From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 1
Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move...
Lauren Kaplan
Nov 3, 20246 min read


Common Estate Planning Myths Debunked
Last week was National Estate Planning Awareness Week, which means it's time to shed light on this often misunderstood and frequently...
Lauren Kaplan
Oct 27, 20247 min read


Preventing Family Feuds Over Your Personal Belongings
The passing of a loved one is a heartbreaking event, filled with grief and sorrow. But the aftermath can become even more painful if...
Lauren Kaplan
Oct 6, 20246 min read


Matthew Perry's Estate Plan Demonstrates the Benefits of Trusts
When Matthew Perry, the beloved star of Friends , passed away last year, the world mourned the loss of a comedic icon. However, as...
Lauren Kaplan
Sep 22, 20245 min read


3 Questions to Ask Yourself Before Creating Your Estate Plan With AI
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,...
Lauren Kaplan
Aug 31, 20245 min read


Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers
For the last few weeks, we’ve discussed celebrities and how they planned for their deaths. We started with the King of Pop, Michael...
Lauren Kaplan
Jul 28, 20245 min read


Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter
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...
Lauren Kaplan
Jul 22, 20246 min read


Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts
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,...
Lauren Kaplan
Jul 14, 20244 min read


Celebrity Estate Plans Series Part 1 of 4: Michael Jackson
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...
Lauren Kaplan
Jul 7, 20246 min read


Moving to a New State? Remember to Update Your Estate Plan
Although you likely won’t need to have an entirely new estate plan prepared for you, upon relocating to another state, you should...
Lauren Kaplan
Jun 23, 20244 min read


Protecting Your LGBTQIA+ Family: A Pride Month Guide to Estate Planning for Non-Biological Parents
As an LGBTQIA+ non-biological parent, June's arrival sparks a flurry of Pride celebrations reminding you of the remarkable progress the...
Lauren Kaplan
Jun 1, 20245 min read


Estate Planning: A Gift of Peace of Mind for Every Mother
Moms spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a mom, you know....
Lauren Kaplan
May 5, 20244 min read


What Happens To Your Social Media Account When You Die?
What happens to your social media account when you die?
Lauren Kaplan
Apr 21, 20244 min read


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, it's easy to start dreaming about all the ways you can use...
Lauren Kaplan
Apr 14, 20247 min read


Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous...
Lauren Kaplan
Apr 7, 20245 min read
bottom of page