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The $1.5 Million Estate Planning Mistake You Can't Afford to Make
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web...
Suzana Das
Sep 37 min read
The Cost of a Cheap Plan: Why “Bargain” Estate Planning Often Costs the Most
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web...
Suzana Das
Aug 298 min read
When Every Dollar Counts: How Labor Day Reminds Us That Family Legacy & Peace of Mind Planning Is More Essential Than Ever
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web...
Suzana Das
Aug 276 min read
When Fame Can't Fix Family: What Hulk Hogan's Estate Teaches Us About Failed Planning
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web...
Suzana Das
Aug 206 min read
Why Estate Documents Fail: The Hidden Truth About Traditional Estate Planning
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites...
Suzana Das
Aug 136 min read
“It Has Been Such a Good Life”: The Legacy Your Loved Ones Need
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites...
Suzana Das
Aug 66 min read
The Three Ages That Impact Financial Benefits for Children with Special Needs
Raising a child with special needs brings unique joys and challenges, including financial considerations that differ significantly from...
Suzana Das
Aug 15 min read
Nobody Prepared Me for This! The Reality of Managing Inherited Real Estate
You've just lost someone important to you, and now you're responsible for their home. Maybe it's sitting empty while you figure out what...
Suzana Das
Jul 306 min read
100 Heirs, $17 Billion, and 1 Big Estate Plan: What You Can Learn from a Tech Billionaire
Imagine you’re worth $17 billion and have over 100 biological children—some born through relationships, others through anonymous sperm...
Suzana Das
Jul 236 min read
The One Big Beautiful Bill: What It Means for Your Family's Financial Future
The massive tax legislation known as the "One Big Beautiful Bill" (“OBBB”) became law on July 4, 2025, brings sweeping changes that...
Suzana Das
Jul 186 min read
The Life-or-Death Decisions Your Family Shouldn't Have to Make Alone
When you think about estate planning, you probably picture wills, trusts, and who gets what. But what happens when decisions are made...
Suzana Das
Jul 167 min read
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
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