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Why Business Owners Deserve More Than an Easy or Cheap Estate Plan
Picture this: you've just set up your estate plan using a quick and easy online DIY form or a budget-friendly legal service. Or, your...
bret182
May 286 min read
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A Legacy of Honor: Estate Planning as a Lasting Tribute on Memorial Day
This Memorial Day, consider a gift that truly lasts forever. Estate planning isn't just about legal documents—it's one of the most profound expressions of love, allowing you to extend your care, wisdom, and protection long after you're gone.
bret182
May 215 min read
3
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The Death Tax May Die—Now What?
The Death Tax Repeal Act of 2025 could significantly alter how wealth is transferred between generations, potentially eliminating the estate tax entirely. Learn what this proposed legislation might mean for you.
bret182
May 146 min read
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10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)
Naming guardians in your will isn't enough to fully protect your children if something happens to you. Discover the 10 most common guardianship mistakes parents make and how a comprehensive Kids Protection Plan® can provide complete peace of mind.
bret182
May 75 min read
5
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Don’t Make This $700 Million Mistake: Include an Asset Inventory in Your Estate Plan
A computer engineer from Wales accidentally threw away a hard drive containing 8,000 Bitcoin (BTC), now worth approximately $700 million. His decade-long struggle to recover his fortune offers vital lessons for proper estate planning in our increasingly digital world.
bret182
Apr 295 min read
5
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Gene Hackman's Estate: A Wake-Up Call
Gene Hackman's $80 million fortune is in legal limbo after his wife died just days before he did, highlighting the estate planning crisis that countless families face, including possibly yours.
bret182
Apr 236 min read
9
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Why Reviewing Your Trust Regularly Isn't Optional—It's Essential
You've taken the important step of creating an estate plan, including a trust—congratulations! This shows you care deeply about keeping...
bret182
Apr 165 min read
2
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Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits
Your life savings may exceed FDIC insurance limits, leaving portions of your hard-earned money unprotected if your bank fails. Learn strateg
bret182
Apr 96 min read
1
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Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love
Love in the 21st century takes many forms, and for many couples, "forever" doesn't always include a marriage license. While a deeply...
bret182
Apr 36 min read
2
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