Prisma Tellez
Sep 226 min read
Matthew Perry's Estate Plan Demonstrates the Benefits of Trusts
When Matthew Perry, the beloved star of Friends , passed away last year, the world mourned the loss of a comedic icon. However, as...
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Sarah Ventris
Sep 156 min read
What Do Lasagna and Estate Planning Have in Common?
Have you ever heard horror stories about families fighting over Grandma's jewelry or getting stuck in a never-ending legal battle after...
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Sarah Ventris
Sep 85 min read
3 Questions to Ask Yourself before Creating Your Estate Plan with AI
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,...
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Sarah Ventris
Jun 76 min read
Father Knows Best: Avoiding Common Estate Planning Pitfalls
If you’re a father, you've always strived to provide the best for your family, ensuring their well-being and securing their future....
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Sarah Ventris
Nov 19, 20235 min read
What You Must Know about Your Right to Your Spouse’s Retirement Benefits
If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the...
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Sarah Ventris
Nov 12, 20235 min read
How to Talk Money with Your Family Over the Holidays
The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If...
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Sarah Ventris
Aug 26, 20236 min read
AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You
August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red...
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