Adulting, Made Easier – Stories & Straight Talk
Quick reads, helpful tips, and honest breakdowns of what you need to know.
Featured Posts
Estate Planning FAQs, Part 2 of 2: On How to Handle Your Assets
Estate planning doesn’t have to be overwhelming. Grasping a few key concepts can make all the difference for your family’s future. Read more.
Exploring Celebrity Estate Plans: Part 4 of 4 - Lessons from Elvis Presley and the Scammers
In the concluding part of our four-part celebrity series, we turn our attention to Elvis, the King of Rock. Despite his passing in 1977, his estate still offers valuable lessons in 2024, including protecting yourself from scammers. Read more.
3 Simple Mistakes That Can Derail Your Estate Plan
If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how these three simple mistakes can derail your estate plan and leave your family with an expensive mess.
We regularly meet with clients who ask us to review an estate plan that they created online or with an attorney who isn’t experienced with estate planning.