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The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for her iconic roles in "Beverly Hills, 90210," “Heathers” and "Charmed," Doherty not only faced a courageous and public battle with breast cancer but also raced against time to finalize...

Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids, or friend’s company. But before you head off on your next getaway, there’s something else you should consider doing that might not sound quite as fun—creating an estate plan. While it...

Legacy and estate planning are often misunderstood and perceived as “only for the wealthy” and/or “philanthropic”. But that couldn't be further from the truth.  Legacy isn't just about money or wealth. Legacy includes capturing your life stories, passing on your values, and ensuring your loved ones have a record of...

For the last few weeks, we've discussed celebrities and how they planned for their deaths. We started with the King of Pop, Michael Jackson, so ending our 4-part series with the King of Rock, Elvis Presley, seems fitting.  Why discuss a man who's been deceased since 1977? A recent case...

This week, we're continuing to look at the lives of 4 celebrities and how they're preparing for the inevitable (or didn't!). Last week, we examined Michael Jackson's planning and the holes in his plan that resulted in his family being embroiled in court and conflict for 15 years and counting...

What is it about celebrities that always draws us in? For whatever reason, we just can't resist a good, juicy celebrity story. So, for the next few weeks, we will look at the lives of 4 celebrities and see what we can learn from their stories.  This week, we're turning...

May is Senior Citizen's Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. But sometimes seeing your loved ones aging or...

Business Basics Series: The Importance of Succession Planning and Valuation Prior to Sale What is succession planning and why is it so important? Succession Planning is a process designed to help you prepare for a possible change in leadership or ownership, such as a key employee leaving your business, an...

If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney." But do you know what it is? The terms “power” and “attorney” carry weight but may not mean what you think. There are many misconceptions about what a...

When we think about Memorial Day, we often picture parades, flags at half-staff, and moments of silence to honor those who gave their lives in service. But beyond ceremonies and traditions, Memorial Day invites us to reflect on legacy—on what we leave behind for those we love. One of the most...