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You Made a Will. Here’s What It Can’t Do.

Aug 23, 2026 | Children, Estate Planning, Family, Wills

You did it.  Maybe Make-A-Will Month finally moved it to the top of your list. Maybe you’ve been meaning to get this done for years and this was the month it finally happened. Either way, you sat down, signed the documents, and walked out with something...

The Cosby Show Made Him Famous. His Estate Plan Failed His Family. Here’s What We Would Have Done.

Aug 16, 2026 | Celebrities, Children, Death, Estate Planning, Family

When we heard about Tenisha Warner’s lawsuit, our first thought wasn’t about the celebrity angle. It was: We’ve seen this before. Not the exact same story, but the same estate planning gap. A family where the right intentions were there. Where...

Make-A-Will Month Is Here. But a Will Isn’t a Plan.

Aug 10, 2026 | Estate Planning, Family, Wills

A family called us after losing their mother. She had a will, properly signed and perfectly valid. But it didn’t tell anyone who had legal authority to be with the children in the first 72 hours, who could pay the mortgage while the accounts were frozen in...

Trump Accounts: What Every Parent of a Baby Born 2025–2028 Needs to Know

Jul 26, 2026 | Children, Estate Planning, Family, Finances

If your baby was born on or after January 1, 2025, the federal government has set aside $1,000 for your child. The account is available now. Contributions opened on July 4, 2026. And most families have not yet taken the step to claim it. The account is called a Trump...

When Your Spouse Won’t Get on Board with Estate Planning: What to Do Now

Jul 19, 2026 | Estate Planning, Family, Newlyweds

You’ve brought it up before. Maybe it came up after watching a friend go through something hard, a probate process that dragged on for years, or a family left scrambling without the right documents in place. Maybe a health scare prompted the conversation, or a...

What Happens to Debt When You Die: What Families Must Know

Jul 12, 2026 | Creditors, Death, Estate Planning, Family, Finances

The call came four days after her husband died. A credit card company. Forty-one thousand dollars on his account. The representative told her she was responsible for the balance and asked when she could begin making payments. She was grieving, overwhelmed, and certain...
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Recent Posts

  • What Happens to Your Business When You Die Without a Plan?
  • You Made a Will. Here’s What It Can’t Do.
  • Q4 Business Planning Checklist: What to Review Before October
  • The Cosby Show Made Him Famous. His Estate Plan Failed His Family. Here’s What We Would Have Done.
  • Make-A-Will Month Is a Good Reminder. But Business Owners Need More Than a Will.

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