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3 Questions to Ask Yourself Before Creating Your Estate Plan With AI

By Jason Breit / September 3, 2024

Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful, especially when the stakes are low. Need a personalized meal plan or an exercise routine? AI…

Labor Day Reflections and Your Legacy

By Jason Breit / August 27, 2024

Labor Day, observed in the United States on the first Monday in September, is not only the unofficial end of summer but also a celebration of the contributions and achievements of American workers. Originating from the labor movement and the…

How Beneficiary Designations Put Your Family at Risk

By Jason Breit / August 20, 2024

You’ve worked hard to build your assets and secure your family’s future. Like many responsible adults, you’ve named beneficiaries on your retirement accounts, life insurance policies, and maybe even your banking and investment accounts. It feels good to know you’ve…

Would $23,000 Make a Difference to You?

By Jason Breit / August 12, 2024

Imagine discovering thousands of dollars that belong to you, only to be told you can’t have it. This frustrating scenario became a reality for a woman named Dale Benerofe, a Georgia resident, when she found $23,000 in unclaimed property from…

Would You Make This Million Dollar Mistake?

By Jason Breit / August 6, 2024

Imagine this: You’re in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as the beneficiary of your retirement account. You start contributing to your retirement account, and it begins to…

Celebrity Estate Plan Series: Jay Leno’s Case is No Laughing Matter

By Jason Breit / July 30, 2024

In this third installment of our four-part celebrity series, we discuss a topic that no one wants to think about as it may seem to be a fate worse than death: incapacity.

Celebrity Estate Plans Series: Vanilla Ice Has Thoughts

By Jason Breit / July 15, 2024

This week, we’re continuing to look at the lives of celebrities and how they’re preparing for the inevitable (or didn’t!). Last week, we examined Michael Jackson’s planning and the holes in his plan that resulted in his family being embroiled…

Celebrity Estate Plans Series: Michael Jackson 

By Jason Breit / July 8, 2024

What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. Maybe it’s because we can relate in some way, or maybe we feel like we can’t relate and…

The Surprising Connection Between Men’s Health and Estate Planning

By Jason Breit / June 25, 2024

June marks Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the early detection and treatment of disease among men and boys. So this month, let’s turn the focus to you, gentlemen….

Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

By Jason Breit / May 29, 2024

Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to your loved ones while also providing them with a lifetime of asset protection, if…