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4 Common Mistakes Made On Life Insurance Beneficiary Designations
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your...

Corina Colan
Feb 17, 20235 min read
7 views


Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or...

Corina Colan
Feb 13, 20235 min read
5 views


Why Every Adult Needs A Living Will
When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a...

Corina Colan
Feb 3, 20234 min read
21 views


Creditors And Your Estate Plan
What Happens To Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt...

Corina Colan
Jan 27, 20236 min read
5 views


3 Essential Questions To Ask Before Creating Your Will Online
If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety...

Corina Colan
Jan 20, 20235 min read
11 views


Green Funerals: 6 Eco-Friendly Options For Your Remains
The environmental costs of death are significant and constantly rising. With 8 billion people on the planet right now—all of whom have...

Corina Colan
Jan 13, 20236 min read
12 views


Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous...

Corina Colan
Jan 6, 20235 min read
7 views


7 Issues to consider when purchasing disability insurance
If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or...

Corina Colan
Dec 30, 20225 min read
5 views


How Will A Recession Affect Your Family?
As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is...

Corina Colan
Dec 23, 20227 min read
3 views


4 Year-End Tax-Saving Strategies For 2022
Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings...

Corina Colan
Dec 16, 20225 min read
10 views


How To Manage Your Digital Accounts After Your Death—Part 3
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

Corina Colan
Dec 9, 20226 min read
7 views


HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH PART—2
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

Corina Colan
Dec 2, 20225 min read
6 views


HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH — PART 1
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

Corina Colan
Nov 26, 20224 min read
13 views


TRUSTS & TAXES: WHAT YOU NEED TO KNOW
People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up,...

Corina Colan
Nov 19, 20226 min read
7 views


2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP-TO-DATE?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...

Corina Colan
Nov 11, 20227 min read
4 views


HOW TO SAVE BIG MONEY ON YOUR 2022 TAXES—PART 2
Taxes are a thorn in just about every business owner’s side. Indeed, taxes are your single biggest business expense. That said, it’s...

Corina Colan
Nov 4, 20224 min read
5 views


HOW TO SAVE BIG MONEY ON YOUR 2022 TAXES—PART 1
When you first realize that your biggest personal and business expense—bar none—is taxes, it can come as quite a shock. Seeing so much of...

Corina Colan
Oct 28, 20223 min read
3 views


5 SMART WAYS TO PAY FOR YOUR FUNERAL THAT WON’T LEAVE YOUR FAMILY TO FOOT THE BILL
With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least your estate plan...

Corina Colan
Oct 21, 20225 min read
10 views


ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 2
Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and...

Corina Colan
Oct 14, 20225 min read
4 views


ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 1
Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where...

Corina Colan
Oct 7, 20226 min read
4 views
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