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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…

The Scary Truth: Naming Godparents Does Not Create Legal Guardians

By Jason Breit / May 20, 2024

As a parent, your top priority is the well-being and future of your children. You plan for their education, health, and happiness, and often this planning includes the tradition of choosing godparents to guide and mentor your children if something…

Estate Planning: A Gift of Peace and Power for Every Mother

By Jason Breit / May 7, 2024

Moms spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a mom, you know. If you aren’t a mom, you were born because of a mom. It’s one of…

What Happens To Your Social Media Account When You Die?

By Jason Breit / April 30, 2024

When you die, what happens to your online life? Each social media platform has its own rules for dealing with the accounts of deceased users, ranging from permanent deletion to transforming accounts into places for mourning and memory. Understanding these…

Navigating the World of Cryptocurrency: A Guide for Parents and Teens

By Jason Breit / April 17, 2024

In an era where digital innovation shapes every aspect of our lives, it’s no surprise that our teenagers are drawn to the allure of cryptocurrency. This digital form of money represents a shift away from traditional financial systems. If you…