Posts tagged estateplanningtips
Don’t Let Your Family Face Life-and-Death Choices Blindfolded

“Organ donation can be life-saving—but sloppy planning can be downright devastating.” A recent investigation highlighted a horrifying mistake: a man in Kentucky was nearly harvested for organs after being mistakenly declared dead . Yikes, right?

Sure, organ donation is powerful—but without airtight systems, even the best intentions can turn tragic. Read more…

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When Margaritaville Meets Mayhem: What Jimmy Buffett’s Estate Mess Can Teach the Rest of Us

Jimmy Buffett may have made a fortune singing about island vibes and chill days in Margaritaville, but his $275 million estate? Yeah, that’s not exactly on island time. Turns out, when there’s no plan—or the wrong one—the paradise gets messy real fast. 

Read more on why even the king of chill needed a solid estate plan (and what you can learn from it)...

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Why Real Independence Starts with a Solid Estate Plan

This Independence Day, let’s be real—freedom doesn’t happen by accident. Our Founders had a plan (and some serious grit), and you need one too. Your Estate Plan is how you secure freedom for your people—no courtrooms, no chaos, just clarity and protection that lasts.

Want peace of mind that even George Washington would salute? Read more.


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A Texas Mailman Stepped Up—But Your Pet Deserves a Real Plan.

When Texas mailman Ian Burke stepped up to adopt Floyd—a 70-pound pup left behind after his owner passed—he changed one dog’s fate in a heartbeat. But here’s the hard truth: not every pet gets that kind of happy ending.

Let’s talk about why planning for your furry family matters too. Read more.

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Estate Planning for Same-Sex Couples: Keeping the Law (and Your Legacy) on Your Side

Let’s talk real talk, folks. With all the uncertainty around federal marriage protections, many same-sex couples are wondering—what happens if laws change? The truth is, while policies may shift, a solid estate plan ensures your family stays protected no matter what.

From securing parental rights to making sure your assets land where you want them (not where the courts decide), estate planning is your legal safety net. Because your love is valid—and your rights should be, too.

Read more and let’s lock in those protections.

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Divorce & Estate Planning: What Shannen Doherty’s Story Can Teach Us

Shannen Doherty’s passing last year was a heartbreaking reminder that timing is everything when it comes to estate planning—especially during a divorce. Her last-minute split didn’t just close a chapter; it likely saved her estate millions and spared her loved ones from years of messy courtroom drama.

Thinking, "That won’t happen to me?" Think again. Let’s talk about why updating your estate plan during major life changes isn’t just smart—it’s essential. Read more and protect what matters most.

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The Valentine’s Gift That Truly Matters—Peace of Mind

Roses wilt. Chocolates disappear. But peace of mind? That’s forever.

This Valentine’s Day, skip the cliché gifts and give something truly meaningful—an estate plan that says, “I’ve got you.”

Protect your loved ones from court, conflict, and confusion.
Ensure your kids, assets, and wishes are covered—no guesswork, no stress.

Nothing says "I love you" like securing your family’s future. Read more!

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Trusts & Homeowner’s Insurance: Don’t Let a Technicality Deny Your Claim

Putting your home in a trust is a savvy estate planning move, but if you don’t handle the insurance side correctly, you could be in for a nasty surprise. Yep, we’re talking unexpected coverage gaps that could leave your most valuable asset hanging by a thread.

Want to make sure your homeowner’s insurance and your trust are playing nice? Read more and learn how to keep your home—and your peace of mind—fully protected.

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Estate Planning is More Than Just Paperwork, Folks: National Unclaimed Property Day

Did you know there’s around $60 BILLION in unclaimed property sitting with state governments right now? 

Yep, $60 billion—just hanging out, waiting for someone to claim it. As we gear up for National Unclaimed Property Day on February 1st, let me remind you: proper estate planning can ensure your assets never end up in that pile of forgotten funds.

Let’s make sure your legacy goes exactly where you want it—not into the state’s pocket. Read more now.

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Year-End Giving: Make an Impact That Lasts

Making a difference doesn’t have to stop when you’re gone. Adding charitable giving to your estate plan is a powerful way to support the causes you love and leave a meaningful legacy that lasts for generations. Read more to see how you can make it happen.

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Honor the Legacy You've Built—It's Worth Protecting

With Veterans Day approaching, we take a moment to honor the courageous men and women who served our country with steadfast dedication. Your service showed a deep commitment to safeguarding our nation’s future—now, let’s focus on securing your family’s future. Read more.

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Shelley Duvall’s Legacy: Estate Planning Lessons for Us All

Shelley Duvall, beloved for her iconic portrayal of Wendy Torrance in The Shining, has recently passed away at the age of 75. While her work will remain a timeless part of cinema history, her passing also brings to light some essential estate planning takeaways that we can all benefit from. Learn more about how her story can inform our approach to planning for the future. Read more.

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Reflecting on Your Hard Work and Legacy This Labor Day

Labor Day is a great time to pause and appreciate all the effort you’ve invested in shaping your life. Your home, family, and career didn’t just happen—they’re the result of your dedication and hard work. Take a moment to reflect on everything you’ve built through your effort and commitment. Learn more.

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Why Beneficiary Designations Could Harm Your Family

Some financial advisors and accountants might insist that an estate plan isn't necessary, suggesting that naming beneficiaries on your accounts will suffice. But what they might not mention are the hidden risks that could threaten your family’s financial security. Learn more.

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