Billions of dollars end up as unclaimed property every year – not because people are careless, but because life gets complicated. Learn why assets become lost, how National Unclaimed Property Day shines a light on the issue, and what you can do now to make sure nothing you worked for ever disappears into bureaucracy. READ MORE
Monthly Archives:: January 2026
Protecting Your Child’s Future: Why Every Family With Special Needs Should Have a Special Needs Trust
If you have a child with special needs, planning ahead is essential. Learn how a properly structured Special Needs Trust can protect your child’s financial future, preserve vital government benefits, and give you peace of mind knowing their care will continue exactly as you intend. READ MORE
Frozen Accounts, Court Delays, and Grief: What Happens in the Probate Process
Many families are shocked to learn that powers of attorney end at death, accounts are frozen, and court approval is required before anything can move forward. This article explains what really happens during probate—and how proper estate planning can spare your loved ones from delays, expenses, and unnecessary stress. READ MORE
Remarrying Later in Life? How to Protect Your Spouse and Children With the Right Estate Plan
Remarrying later in life can unintentionally put your spouse or children at risk if your estate plan isn’t updated. Learn how thoughtful planning can protect everyone you love and prevent conflict, confusion, and accidental disinheritance in blended families. READ MORE
What Happens to All Your Stuff When You Die? (And Why Your Family Is Dreading It)
Sorting through a loved one’s belongings after death can be overwhelming and emotionally exhausting. Without a plan, personal items often become the biggest source of stress and conflict for families. This article explains how thoughtful estate planning can help you organize your belongings, communicate your wishes, and make things easier for the people you love. READ MORE
Raising Financially Confident Families: Building Healthy Money Traditions That Last
Healthy money habits don’t start with spreadsheets or stock accounts – they start at home. From how children learn to save and give, to how families talk about inheritance and responsibility, financial traditions shape generations. In this article, I share practical ways families can build confidence, values, and clarity around money – and why these conversations are a critical part of estate planning. READ MORE
Wills vs. Trusts: How to Choose the Right Tool to Protect the People You Love
Choosing between a will and a trust isn’t about picking a document—it’s about protecting the people you love. This blog explains the real differences between wills and trusts, the common misunderstandings families face, and how to create an estate plan that actually works when your loved ones need it most. READ MORE