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Would You Make This Million Dollar Mistake?

Imagine this: You're in your twenties, and you fill out a form at work naming your significant other as the beneficiary of your retirement account. Fast-forward 28 years—you've long since broken up, lived a full life, and died, and your ex gets your now-million-dollar nest egg. Sound far-fetched? It's not.

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Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers

In this last installment of our four-part celebrity series, we spotlight Elvis, the King of Rock. Although he passed away in 1977, his estate can teach us valuable lessons, even in 2024, about the importance of estate planning and how to avoid falling prey to scammers.

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Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter

In this third installment of our four-part celebrity series, we discuss a topic that no one wants to consider as it may seem to be a fate worse than death: incapacity. Find out what Jay Leno and his family can teach us about the need to be prepared, no matter what happens.

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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, we examined Michael Jackson’s planning and the

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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. So, for the next few weeks, we will

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The Surprising Connection Between Men’s Health and Estate Planning

As you may know, June marked Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the early detection and treatment of disease

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Avoid These 4 Common Estate Planning Pitfalls

As a parent, you've always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can fail if you overlook the complexities of estate planning.

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Crafting Your Lasting Legacy With Estate Planning

Legacy and estate planning are often misunderstood and perceived as “only for the wealthy” and/or “philanthropic”. But that couldn’t be further from the truth.  Legacy isn’t just about money or wealth.

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10 Steps to Take Now to Secure a Comfortable Retirement – Part 2

Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored essential steps including estate planning, preparing for long-term care, and passing

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