Estate Planning · September 16, 2024

When Matthew Perry passed away, the iconic actor left behind a curious financial puzzle—despite earning millions, only a fraction of his wealth was immediately apparent. This serves as a pivotal lesson on the power of advanced estate planning, specifically the strategic use of trusts. Delve into the complexities of Perry's estate strategy and uncover how properly structured trusts not only preserve wealth but also maintain privacy, avoid costly probate, and ensure your legacy is managed accordin

Estate Planning · August 23, 2024

Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. It’s called “unclaimed property,” which is money that’s yours but has been handed over to the government without your knowledge. And it happens more often than you may think. Read more…

Estate Planning · February 06, 2023

As you age, your family dynamics can complicate your estate plans. To ensure your plan works when they need it, avoid assuming it will work perfectly. Instead, review and update it regularly, communicate openly with family, and seek professional help when necessary. With these proactive steps, you can be confident that your estate plan will work as intended, giving you peace of mind and protecting your assets, even in challenging circumstances. Learn more...