Putting your home in a trust is a smart estate planning move, but it can create unexpected insurance complications if not handled correctly. Learn how to protect one of your most valuable assets by properly aligning your homeowner's insurance with your trust. Read more...

Did you know there's approximately $60 billion in unclaimed property held by state governments across the US? This is not just spare change we are talking about. These are life insurance policies, forgotten bank accounts, uncashed checks, retirement funds, and other valuable assets that have lost their connection to their rightful owners.

When disaster strikes, every second counts. Learn how preparation and Estate Planning can give you peace of mind and a clear path to recovery. Read more...

Recent surveys reveal a troubling trend: only 32% of Americans have a will, down 6% from 2023. This decline points to four dangerous myths about estate planning that could put your loved ones at risk. Read more…