Feb 10, 2025 | Estate Planning, Insurance, Trust, Trustee
When you create an estate plan that includes a living trust, you’ve taken an essential step toward protecting your home and family from the cost of court. However, many people don’t realize that placing their home in a trust requires updating their...
Feb 3, 2025 | Estate Planning, Unclaimed Property
National Unclaimed Property consists of the staggering $60 billion in forgotten and abandoned assets currently held by state governments across America. This isn’t just spare change. These are life insurance policies, forgotten bank accounts, uncashed checks,...
Jan 27, 2025 | Children, Estate Planning, Family, Trust
When disaster strikes, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all the difference for you and your loved ones. Having a clear plan helps you stay calm and focused during emergencies. In this...
Jan 20, 2025 | Children, Estate Planning, Family, Trust
Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate planning. The Caring.com survey revealed that only 32% of Americans have a will – a 6% decline from 2023. The Ameriprise survey...
Jan 13, 2025 | Children, Estate Planning, Family, Trust
You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging voice reminding you that you still haven’t created a will or trust or updated the estate plan you do have? As we enter 2025,...
Jan 6, 2025 | Children, Estate Planning, Finances, Trust
When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference. This article will break down the essentials of how asset ownership influences aid eligibility, offer actionable strategies to increase...
