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Putting your home in a trust is a smart estate planning move, but it can create unexpected insurance complications if handled incorrectly. Learn how to protect one of your most valuable assets by properly aligning your homeowner’s insurance with your trust. Read more...
Did you know there’s approximately $60 billion in unclaimed property held by state governments across the US? As we approach National Unclaimed Property Day on February 1st, learn how proper estate planning can prevent your assets from becoming part of this staggering statistic. Read more...
Make 2025 the year you finally tackle estate planning and protect your loved ones’ future. Learn the five essential steps you can take right now to ensure they are cared for, and your legacy is preserved. Read more…
The 2025-26 FAFSA introduces sweeping changes that revolutionize how families apply for college financial aid. While these updates streamline the application process, they also create new considerations for estate planning. Read more…
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