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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


Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love
Love in the 21st century takes many forms, and for a growing number of couples, "forever" doesn't always include a marriage license....
Suzana Das
Mar 196 min read


Planning a Trip? Protect Your Children with a Kids Protection and Guardianship Plan
As Spring Break approaches, followed by summer, you're likely focused on planning the perfect getaway with your children - booking...
Suzana Das
Mar 124 min read


Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples
The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their...
Suzana Das
Mar 55 min read


Divorce and Special Needs Estate Planning: Maintaining Stability Through Change
Divorce brings significant changes to any family's dynamic, but when you have a child with special needs, the stakes are even higher....
Suzana Das
Feb 284 min read


Estate Planning During Divorce: Lessons from Shannen Doherty's Legacy
The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for...
Suzana Das
Feb 274 min read


The Unexpected Challenges of Being an Estate Executor
When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility - distribute assets...
Suzana Das
Feb 215 min read


The Valentine's Gift That Truly Matters
As Valentine's Day approaches, you might be thinking about flowers, chocolates, or a romantic dinner. And hey, those are all great (who...
Suzana Das
Feb 124 min read


Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future
When you create an estate plan that includes a living trust, you've taken an essential step toward protecting your home and family from...
Suzana Das
Feb 54 min read


A Business Owner’s Guide to Special Needs Estate Planning
Running a business while caring for a child with special needs requires careful juggling of responsibilities. When it comes to estate...
Suzana Das
Jan 314 min read
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