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A man in a plaid shirt sits by the water looking distressed, symbolizing stress.

The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan

James Howells accidentally threw away a hard drive containing 8,000 Bitcoin (BTC) , now worth approximately $700 million, and his decade-long struggle to recover his fortune offers vital lessons for proper estate planning in our increasingly digital world.

The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan Read More »

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Gene Hackman’s Estate: A Wake-Up Call

Gene Hackman’s $80 million fortune is in legal limbo after his wife died just days before he did, highlighting the estate planning crisis that countless families face, including possibly yours.

Gene Hackman’s Estate: A Wake-Up Call Read More »

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Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential

Many people believe that once they’ve created a trust, they can simply file it away and forget about it. But just like your health needs regular check-ups, your whole estate plan (including your trust) requires periodic reviews to ensure your plan will work for your loved ones, and not fail when they need it.

Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential Read More »

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Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits

Your life savings may exceed FDIC insurance limits, leaving portions of your hard-earned money unprotected if your bank fails. Learn strategic approaches to safeguard your entire financial legacy and ensure the maximum protection for your deposits.

Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits Read More »

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Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love

Without marriage’s legal protections, unmarried couples face unique estate planning challenges that could leave partners vulnerable and children at risk. Learn how to protect your loved ones and assets with proper planning.

Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love Read More »

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Planning a Trip? Protect Your Children with a Kids Protection PlanⓇ

As Spring Break approaches, followed by summer, many parents are planning fun getaways with their children. However, few consider what would happen to their kids if an emergency occurred during their travels.

Planning a Trip? Protect Your Children with a Kids Protection PlanⓇ Read More »

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Recent Posts

  • A Texas Mail Carrier’s Act of Love Shows Why Your Pets Need a Plan Too June 23, 2025
  • Breaking the Cycle: How Life & Legacy Planning Protects Black Families’ Generational Wealth June 16, 2025
  • This Father’s Day Take Your Provision One Step Further June 10, 2025

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