Reflections on Your Legacy
This fall, we invite you to take a meaningful pause and reflect on the legacy you’re building through your life’s work. Your hard work deser
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COMPASS LEGAL PLANNING, P.C.
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bret182
- Sep 5
- 5 min
How Relying On Beneficiary Designations Put Your Family at Risk (And How To Fix It!)
As a professional in the field, I've seen many financial advisors, accountants, and even other lawyers suggest that naming beneficiaries on
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bret182
- Aug 29
- 6 min
Would $23,000 Make a Difference to You?
Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. It’s called “unclaimed property,” money that
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bret182
- Aug 21
- 7 min
Would You Make This Million Dollar Mistake?
Imagine this: You're in your twenties, and you fill out a form at work naming your significant other as the beneficiary of your retirement a
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bret182
- Aug 15
- 5 min
Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers
In this last installment of our four-part celebrity series, we spotlight Elvis, the King of Rock.
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bret182
- Aug 8
- 7 min
Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter
In this third installment of our four-part celebrity series, we discuss a topic that no one wants to consider as it may seem to be a fate
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bret182
- Aug 1
- 4 min
Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts
Since we love a good celebrity story, this August, we’re looking at the lives of 4 celebrities and how they’re preparing for the inevitable
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bret182
- Jul 24
- 5 min
Celebrity Estate Plans Series Part 1 of 4: Michael Jackson
What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. So, for...
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bret182
- Jul 18
- 5 min
The Surprising Connection Between Men’s Health and Estate Planning
As you may know, June marked Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men...
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bret182
- Jul 11
- 7 min
3 Strategies For Navigating Your Child’s Transition Into Adulthood
When your child turns 18, they’re legally an adult even though they have a lot more growing to do. Just like any other adult, their...
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bret182
- Jul 1
- 8 min
What Probate Is and How To Avoid It — Part 2
Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your...
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bret182
- Jun 27
- 6 min
What Probate Is and How To Avoid It — Part 1
Unless you’ve created a proper estate plan, upon your passing many of your assets must first go through the court process known as...
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bret182
- Jun 19
- 5 min
Avoid These 4 Common Estate Planning Pitfalls
If you’re a parent, you've always strived to provide the best for your family, ensuring their well-being and securing their future....
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bret182
- Jun 13
- 4 min
4 Reasons Why a Cheap Estate Plan Won’t Work For Your Family
Most people, regardless of stature and wealth, likely do not know how to evaluate estimates when shopping for an estate plan. Shopping...
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bret182
- Jun 6
- 5 min
Crafting Your Lasting Legacy With Estate Planning
Legacy and estate planning are often misunderstood and perceived as “only for the wealthy” and/or “philanthropic”. But that couldn’t be...
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bret182
- May 30
- 5 min
10 Steps to Take Now to Secure a Comfortable Retirement - Part 2
Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored essential steps...
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bret182
- May 23
- 5 min
10 Steps to Take Now to Secure a Comfortable Retirement - Part 1
Retirement is more than just an end to the working years; it's an exciting new phase of life that requires thoughtful preparation and...
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bret182
- May 16
- 4 min
A Gift of Peace and Power for Every Parent
Parents spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a parent, you...
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bret182
- May 9
- 6 min
Here’s What You Should Know About A Will
Having a Will, otherwise known as a Last Will & Testament, is important—and all adults over age 18 should have this document in place. ...
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bret182
- May 3
- 5 min
What Happens To Your Social Media Accounts When You Die?
Ever wondered what happens to your social media accounts after you pass away?
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