Blog tagged as Legacy

Would $23,000 Make a Difference to You?

Would $23,000 Make a Difference to You?

By John

Imagine discovering thousands of $$$ that belong to you, only to be told you can't have it. It’s called “unclaimed property,” and it's been handed over to the government without your knowledge.
Monday, August 12, 2024 9:00 AM - Comment(s)
Would You Make this Million Dollar Mistake?

Would You Make this Million Dollar Mistake?

By John

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 account. Fast forward 28 years - you've long since broken up, lived a full life, and died, and your ex gets your now-million-dollar nest egg.
Monday, August 05, 2024 6:00 AM - Comment(s)
Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers

Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers

By John

From the King of Rock to everyday homeowners - no one is immune to property scams. Read the last installment of our celebrity estate planning series, “Elvis and the Scammers”, and what you can do to protect yourself.
Monday, July 29, 2024 9:00 AM - Comment(s)
Celebrity Estate Plans Series Part 3 of 4: Jay Leno's Case is No Laughing Matter

Celebrity Estate Plans Series Part 3 of 4: Jay Leno's Case is No Laughing Matter

By John

For the last two blogs, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of our four-part celebrity series, we discuss a topic that no one wants to think about as it may seem to be a fate worse than death: incapacity. Unlike death, not everyon...

Monday, July 22, 2024 9:00 AM - Comment(s)
Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts

Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts

By John

Vanilla Ice shares his estate planning experience and the things he learned, including how to incorporate trusts and life insurance into your plan. And boy oh boy does he have thoughts about lawyers!
Monday, July 15, 2024 9:00 AM - Comment(s)
Celebrity Estate Plans Series Part 1 of 4: Michael Jackson

Celebrity Estate Plans Series Part 1 of 4: Michael Jackson

By John

What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. Maybe it’s because we can relate in some way, or maybe we feel like we can’t relate and that’s what makes celebrities interesting. Their lives always seem attractive but som...

Sunday, July 07, 2024 8:16 PM - Comment(s)
The Surprising Connection Between Men’s Health and Estate Planning

The Surprising Connection Between Men’s Health and Estate Planning

By John

June marks Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the early detection and treatment of disease among men and boys. So this month, let’s turn the focus to you, gentlemen. You already know that taking care of your ...

Saturday, June 22, 2024 12:19 PM - Comment(s)
They're Not Kids Anymore! Navigating Your Childs Transition Into Adulthood

They're Not Kids Anymore! Navigating Your Childs Transition Into Adulthood

By John

When your child turns 18, they’re legally considered an adult even though they have a lot more growing to do (though they may not think so!). Just like any other adult, their health and financial information is protected by privacy laws. But unlike any other adult, that’s still your child and you wa...

Saturday, June 15, 2024 9:38 AM - Comment(s)
Protecting Your LGBTQIA+ Family: A Pride Month Guide to Estate Planning for Non-Biological Parents

Protecting Your LGBTQIA+ Family: A Pride Month Guide to Estate Planning for Non-Biological Parents

By John

Having an LGBTQIA+ family of your own was likely no easy feat. But now the real work begins - protecting it for the future.
Sunday, June 02, 2024 6:04 PM - Comment(s)
Memorial Day Reflections: Crafting Your Lasting Legacy With Estate Planning

Memorial Day Reflections: Crafting Your Lasting Legacy With Estate Planning

By John

Memorial Day brings with it an opportunity to reflect on the concepts of mortality, remembrance, and legacy. But what is a legacy, really? And how does it apply to you? Read more…
Saturday, May 25, 2024 10:17 AM - Comment(s)