Resources

Creating a Trust in Your Will vs. Creating a Living Trust: Part 2

By Jason Breit / March 25, 2026

Last week, we covered how it works when you create a trust through your will. This week, I’ll show you how a trust created during your lifetime (called a revocable living trust) functions differently, what your family experiences when you’ve…

Where Will You Live and How Will You Get and Pay For Care As You Age? A Legal and Practical Guide

By Jason Breit / February 6, 2026

If you’re planning for your own future or helping aging parents, understanding options for living and long-term care isn’t just about finding a nice place to live. It’s about navigating a complex web of legal, financial, and personal decisions that…

Why So Much Money Ends Up as Unclaimed Property and What That Means for You

By Jason Breit / January 26, 2026

This February 1, states across America observe National Unclaimed Property Day, chosen to remind you about a surprisingly widespread financial problem: billions of dollars in forgotten assets currently held by state governments, waiting for their rightful owners to claim them….

Frozen Accounts, Court Delays, and Grief: What Happens in the Probate Process

By Jason Breit / January 20, 2026

Your mom told you not to worry; she  had everything handled. You were her power of attorney, helping her pay bills and manage her accounts. When she passed away, you assumed you’d simply continue handling things the same way you…

What Happens to All Your Stuff When You Die? (And Why Your Family Is Dreading It)

By Jason Breit / January 9, 2026

You open the door to your parents’ home for the first time since the funeral. Closets stuffed with decades of clothes. Cabinets filled with china no one uses. A garage packed with tools, holiday decorations, and boxes labeled “miscellaneous.” Drawers…

Accidental Death at 39: Here’s What You Need to Know

By Jason Breit / December 15, 2025

Michael Duarte had everything to live for. At 39, the popular food influencer was building his brand, sharing recipes with millions of followers, and raising his 6-year-old daughter Oakley with his wife Jessica. His content brought joy to countless people…

Caring for Aging Parents: How to Protect Relationships and Plan Ahead

By Jason Breit / December 8, 2025

When adult siblings come together to care for aging parents, something unexpected often happens. Instead of bringing families closer, the experience frequently exposes old wounds and creates new rifts that never fully heal. What should be a time of unity…

The White Elephant Gift Nobody Wants: Family Conflict

By Jason Breit / December 3, 2025

We’ve all been there. The holiday White Elephant gift exchange starts out fun and lighthearted. But then Uncle Jim steals the massage gun he bought in hopes of winning it for himself. The married couples start tag-teaming to keep the…

Honoring Your Sacrifice: Estate Planning Essentials for Military Families

By Jason Breit / November 10, 2025

Each year on November 11, the nation pauses to honor the courage and sacrifice of those who’ve served in the Armed Forces. Beyond the ceremonies and flags, Veterans Day offers military families a meaningful opportunity to reflect on a vital…

When Every Dollar Counts: How Labor Day Reminds Us That Life & Legacy Planning Is More Essential Than Ever

By Jason Breit / August 25, 2025

Labor Day honors the American worker—the people who build our communities and keep our country moving. But as we enjoy the long weekend, there is an elephant in the room: for millions of families, every dollar matters now more than…