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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 4, 20255 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 28, 20256 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 20, 20257 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 13, 20257 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


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 29, 20255 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 22, 20254 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


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
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