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 · August 16, 2024

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. Sound far-fetched? It's not. Read more…

Estate Planning · August 09, 2024

As a parent or grandparent, nothing is more important than securing a bright future for our children. We all dream of giving them the best education possible, but with rising tuition costs, that dream can feel increasingly out of reach. Navigating the maze of education funding options can be daunting. Without the right strategy, many families find themselves unprepared, potentially putting their child’s educational dreams on hold. It’s not just about saving; it’s about making smart, informed dec