Inheriting a home? It comes with hidden responsibilities that often overwhelm grieving families. From unexpected security risks to ongoing maintenance costs, it’s not just the keys—it's the legacy left behind. With smart planning, you can prevent costly surprises, ease the transition, and keep your family's future secure. Read more…

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.