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When Paradise Turns to Pain: Jimmy Buffett's Estate Battle
Jimmy Buffett built an empire around the laid-back "Margaritaville" lifestyle, but his $275 million estate has become anything but...
Suzana Das
Jul 95 min read


Making Summer Travel a Breeze When You Have a Child with Special Needs
Summer vacation brings excitement and a welcome break from routine, but it can also present unique challenges when you have a child with...
Suzana Das
Jul 45 min read


Life, Liberty, and Legacy: How Life & Legacy Planning Promotes Independence
Every Fourth of July, we celebrate more than fireworks and barbecues. We honor the bold vision of people who refused to accept the status...
Suzana Das
Jul 35 min read


A Texas Mail Carrier's Act of Love Shows Why Your Pets Need a Plan, Too
When Ian Burke, a mail carrier from Destin, Texas , heard that Floyd—a 70-pound dog he'd befriended on his delivery route—had ended up in...
Suzana Das
Jun 258 min read


What Priscilla Presley's Lawsuit Reveals About the Prevalence of Elder Abuse
June is Elder Abuse Awareness Month, and there’s a case in the headlines right now that drives home just how important this issue is....
Suzana Das
Jun 196 min read


This Father’s Day Take Your Provision One Step Further
Father's Day arrives each June filled with barbecues, baseball games, and heartfelt cards celebrating the dads who shape our lives. While...
Suzana Das
Jun 115 min read


Pride Month & Planning: Securing a Legacy That Lasts
As Pride Month begins, we celebrate the progress made toward equality while acknowledging that LGBTQIA+ individuals, couples, and...
Suzana Das
Jun 55 min read


A Parent’s Guide to Making Medical Decisions for Your Adult Child with Special Needs
As your child with special needs approaches adulthood, you face a pivotal transition in their medical care. The legal right to make...
Suzana Das
May 304 min read


The Missing Will Mystery: How Zappos CEO’s Estate Chaos Could Have Been Avoided
Imagine this: You've built a business empire worth hundreds of millions of dollars, transformed a city's downtown area, and touched...
Suzana Das
May 286 min read


Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy
Memorial Day isn’t just about barbeques or pool parties. It’s a day to collectively pause and honor the brave men and women who made the...
Suzana Das
May 226 min read


Why Business Owners Deserve More Than an Easy or Cheap Estate Plan
Picture this: you've just set up your estate plan using a quick and easy online DIY form or a budget-friendly legal service. Or, maybe...
Suzana Das
May 146 min read


A Mother's Legacy: Estate Planning as Your Greatest Expression of Love
When we think about Mother's Day, we often picture breakfast in bed, handmade cards, and bouquets of fresh flowers. But what if there was...
Suzana Das
May 76 min read


The Power of Special Needs Trusts: Advantages Many Families Miss
When you have a child with special needs, planning for their future financial security can feel overwhelming. You're probably familiar...
Suzana Das
May 25 min read


The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones
Have you ever worked your entire life to build something valuable, only to worry about a significant portion being taken away after your...
Suzana Das
Apr 306 min read


10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)
Imagine this: something unexpected happens, and you're suddenly unable to care for your children. It's a parent's worst nightmare. In...
Suzana Das
Apr 235 min read


The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan
Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality...
Suzana Das
Apr 165 min read


Gene Hackman's Estate: A Wake-Up Call
The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that serves as a powerful warning for...
Suzana Das
Apr 97 min read


How to Prepare for Emergencies When You Have a Child with Special Needs
Life is unpredictable, and when you have a child with special needs, the stakes are even higher. You know your child’s routine, medical...
Suzana Das
Apr 44 min read


Why Reviewing Your Trust Regularly Isn't Optional—It's Essential
Y ou've taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about...
Suzana Das
Apr 25 min read


Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits
Imagine this: You've spent decades carefully saving money, building a comfortable nest egg that represents years of hard work and...
Suzana Das
Mar 276 min read
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