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The Hidden Truth About Settling a Loved One’s Estate

Posted by Jacklyn Truppa | Dec 04, 2024 | 0 Comments

Being named as an executor might seem like an honor, but many people don't realize the enormous responsibility and potential headaches that come with the role. Learn what's involved in administering someone's estate and how proper planning can save your loved ones from unnecessary stress and conflict.

Debunking 4 Common Estate Planning Myths

Posted by Jacklyn Truppa | Nov 07, 2024 | 0 Comments

It's time to shed light on estate planning as it is an often misunderstood and frequently avoided topic. Many people don’t understand what estate planning is - even attorneys sometimes don’t understand it. So, I’ll take this opportunity to set the record straight and debunk some common myths, then explore why you need an estate plan and how to get the right one at the right price.

A Comprehensive Guide to Disaster Preparedness

Posted by Jacklyn Truppa | Oct 30, 2024 | 0 Comments

Natural disasters and unforeseen events—like hurricanes, wildfires, power outages, or personal emergencies—can strike without warning. Having a plan is no longer just a good idea; it’s essential for protecting yourself, your loved ones, and your property. By preparing now, you ensure you can respond calmly and effectively when life throws unexpected challenges. Preparation isn’t just about survival—it’s about peace of mind.

Reflections on Your Legacy

Posted by Jacklyn Truppa | Sep 11, 2024 | 0 Comments

This fall, we invite you to take a meaningful pause and reflect on the legacy you’re building through your life’s work. Your hard work deserves to be protected. You can ensure that everything you’ve built is passed on exactly as you wish, safeguarding your values and assets for future generations. It’s a call to action to take control of your future, celebrate your achievements, and secure a legacy reflecting your identity.

Would $23,000 Make a Difference to You?

Posted by Jacklyn Truppa | Aug 29, 2024 | 0 Comments

Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. It’s called “unclaimed property,” money that’s yours but has been handed over to the government without your knowledge. And it happens more often than you may think.

Would You Make This Million Dollar Mistake?

Posted by Jacklyn Truppa | Aug 21, 2024 | 0 Comments

Imagine this: You're in your twenties, and you fill out a form at work naming your significant other as the beneficiary of your retirement account. Fast-forward 28 years—you've long since broken up, lived a full life, and died, and your ex gets your now-million-dollar nest egg. Sound far-fetched? It's not.

Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts

Posted by Jacklyn Truppa | Jul 31, 2024 | 0 Comments

Since we love a good celebrity story, this August, we’re looking at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!) in this second article of our 4-part celebrity estate planning series, Vanilla Ice chimes in with his estate planning experience, advice, and lessons learned. Let’s just say he has…thoughts.

What Probate Is and How To Avoid It — Part 2

Posted by Jacklyn Truppa | Jul 01, 2024 | 0 Comments

Unless you've created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets must go through probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly, and open t...

What Probate Is and How To Avoid It — Part 1

Posted by Jacklyn Truppa | Jun 27, 2024 | 0 Comments

Unless you've created a proper estate plan, upon your passing many of your assets must first go through the court process known as probate before those assets can be distributed to your heirs. During probate, the court supervises a number of different legal actions, all of which are aimed at fina...

Protecting Your LGBTQIA+ Family: An Estate Planning Guide for Non-Biological Parents

Posted by Jacklyn Truppa | Jun 13, 2024 | 0 Comments

As an LGBTQIA+ non-biological parent, June sparks a flurry of Pride celebrations reminding you of the remarkable progress the community has made, while also shining a light on the ongoing fight for full equality. One area where you may still face unique legal hurdles is in ensuring your parental rights are properly protected, if you are a non-biological parent.

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