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Estate Planning for Unmarried Couples: Protecting the Life You’ve Built Together
You’ve built a life with someone you love - sharing a home, experiences, and maybe even finances - but without legal marriage, the law doesn’t automatically recognize your relationship. That means if something happens to you, your partner could be left without legal rights to your property, finances, or even decisions about your medical care. In this article, you’ll learn why unmarried couples face greater legal risks, what key planning steps you can take to protect each othe
Lauren Kaplan
Oct 25, 20255 min read


Estate Planning Awareness Week: Why Planning Is the Greatest Gift You Can Give Your Loved Ones
October 20–26, 2025, is Estate Planning Awareness Week - a national observance created to encourage Americans to think about what will happen to their loved ones and their assets after they die. For many people, the term estate planning brings to mind stacks of legal documents, a will, a trust, a healthcare directive, or powers of attorney. But estate planning isn’t just about creating documents. It’s about making sure the people you love are protected and supported when they
Lauren Kaplan
Oct 18, 20255 min read


Common Estate Planning Myths Debunked
As we prepare for National Estate Planning Awareness Week, now is a great time to shed light on this often misunderstood and frequently...
Lauren Kaplan
Oct 12, 20256 min read


The Scary Truth: Naming Godparents Does Not Create Legal Guardians
Name legal guardians to ensure your children are protected.
Lauren Kaplan
Oct 5, 20254 min read


3 Simple Mistakes That Can Derail Your Estate Plan
Don't make these mistakes with your estate plan.
Lauren Kaplan
Sep 29, 20255 min read


Probate: What It Is & How To Avoid It - Part 2
Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your...
Lauren Kaplan
Sep 21, 20257 min read


Probate: What It Is & How to Avoid It - Part 1
Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate...
Lauren Kaplan
Sep 7, 20257 min read


Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan
If you have minor children, don't skip this important estate planning step.
Lauren Kaplan
Sep 1, 20254 min read


The One Big Beautiful Bill: What It Means for Your Family's Financial Future
The massive tax legislation known as the "One Big Beautiful Bill" (“OBBB”) became law on July 4, 2025, brings sweeping changes that...
Lauren Kaplan
Jul 12, 20255 min read


Avoid These Costly Estate Planning Pitfalls
Avoid these estate planning mistakes and protect your family.
Lauren Kaplan
Jun 20, 20255 min read


The Missing Will Mystery: How Zappos CEO’s Estate Chaos Could Have Been Avoided
Imagine this: You've built a business empire worth hundreds of millions of dollars, transformed a city's downtown area, and touched...
Lauren Kaplan
Jun 7, 20256 min read


The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan
Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality...
Lauren Kaplan
May 19, 20255 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 6, 20256 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 9, 20255 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 1, 20256 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 11, 20255 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 5, 20255 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


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


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
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