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What You Need to Know About Trusts & Homeowner’s Insurance

Putting your home in a trust is a smart estate-planning move, but it can create unexpected insurance complications if not handled correctly. Learn how to protect one of your most valuable assets by properly aligning your homeowner's insurance with your trust.

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BOI/CTA UPDATE: Reporting Requirements Reinstated…For Now

Business owners, it’s been a wild ride in the courts for the Corporate Transparency Act. Here’s the latest.

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Missing Assets: Why Estate Planning is More Than Just Documents

Did you know there's approximately $60 billion in unclaimed property held by state governments across the US? Learn how proper estate planning can prevent your assets from becoming part of this staggering statistic.

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4 Estate Planning Myths That Put Your Loved Ones at Risk

Recent surveys reveal a troubling trend: only 32% of Americans have a will, down 6% from 2023. This decline points to four dangerous myths about estate planning that could put your loved ones at risk.

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Five Essential Steps to Protect Your Loved Ones

Make 2025 the year you finally tackle estate planning and protect your loved ones’ future. Learn the five essential steps you can take right now to ensure they are cared for, and your legacy is preserved.

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