Resources

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…

The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones

By Jason Breit / April 29, 2025

If you’ve worked hard to build wealth, the estate tax — sometimes called the “death tax” — can feel like a final unfair blow. The proposed Death Tax Repeal Act of 2025 (DTRA) could eliminate this tax, significantly changing how…

Trusts & Homeowner’s Insurance: What You Need to Know to Ensure You Don’t Get Another Denied Claim

By Jason Breit / February 12, 2025

Establishing an estate plan with a living trust is essential for protecting your home and family from potential court expenses.  However, many individuals neglect to update their homeowner’s insurance policy when transferring property into a trust.  This oversight can lead…

From Preparation to Recovery: When Disaster Strikes

By Jason Breit / January 21, 2025

When disaster strikes, time is crucial. Whether it’s a wildfire, hurricane, or flood, being prepared can make all the difference. A clear plan helps you stay calm and focused. In this article, I’ll guide you through evacuation, emergency management, recovery,…

4 Estate Planning Myths That Put Your Loved Ones at Risk

By Jason Breit / January 13, 2025

Surveys from Caring.com and Ameriprise Financial in 2024 reveal a troubling trend: only 32% of Americans have a will (down 6% from 2023), and 52% of couples lack estate plans. These numbers show a gap between recognizing the importance of…

Five Essential Steps to Protect Your Loved Ones in 2025

By Jason Breit / January 6, 2025

You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That voice reminding you that you still haven’t created a will, a trust or updated the estate plan…