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Estate Planning Before You Travel: Why It's Critically Important

Posted by Jacklyn Truppa | Jun 06, 2025 | 0 Comments

Vacations are about relaxing, unplugging from work, and spending quality time with your spouse, partner, kids, or friends. But before you pack your bags and head off on your next adventure, there’s one crucial thing you might want to check off your to-do list—your estate plan. We know it’s not the most exciting pre-vacation task, but taking care of it now can give you peace of mind to truly enjoy your time away. Here’s why it’s worth considering your estate plans before traveling.

The Death Tax May Die—Now What?

Posted by Jacklyn Truppa | May 14, 2025 | 0 Comments

The Death Tax Repeal Act of 2025 could significantly alter how wealth is transferred between generations, potentially eliminating the estate tax entirely. Learn what this proposed legislation might mean for you.

Lessons from Tony Bennett's Estate Battle

Posted by Jacklyn Truppa | Dec 22, 2024 | 0 Comments

When the iconic Tony Bennett passed away in July 2023 at 96, the world lost a beloved crooner whose music touched generations. Yet, behind the harmony of his musical achievements lies a discordant note in his personal life. Following his passing, a family dispute casts a shadow over his legacy. While Bennett brought people together through his music, it seems his passing has sparked tensions within his family, with disagreements now making their way to the courtroom.

How To Create a Lasting Family Legacy This Holiday Season

Posted by Jacklyn Truppa | Dec 20, 2024 | 0 Comments

The holiday season is the perfect time to create a lasting family legacy by capturing the values, stories, and wisdom that define your family’s identity. Through meaningful conversations guided by thought-provoking questions, you can record these priceless insights to preserve them for future generations. Pair this effort with a comprehensive estate plan to protect your tangible and intangible assets, ensuring your life’s legacy endures.

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.

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