Estate Planning · August 08, 2025
A $17B fortune. Over 100 heirs. One bold estate plan. Telegram founder Pavel Durov’s story reveals why even the most “equal” inheritance can unravel without legal clarity. Whether your family is large or small, the right plan prevents conflict, protects your values, and keeps your wishes intact. Read more to see how thoughtful planning works in the real world.
Estate Planning · August 01, 2025
As parents and grandparents, we all want to secure a bright future for our children. Giving them the best education is the dream, but rising tuition costs can make it feel out of reach. With numerous funding options, families often feel unprepared, which can risk compromising their child’s educational goals. The key isn’t just saving, but creating a smart, informed strategy that protects dreams and makes higher education attainable. Read more.
Estate Planning · August 23, 2024
Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. It’s called “unclaimed property,” which is money that’s yours but has been handed over to the government without your knowledge. And it happens more often than you may think. Read more…
Estate Planning · August 16, 2024
Imagine this: You're in your twenties and you fill out a form at work, naming your significant other as the beneficiary of your retirement account. Fast forward 28 years - you've long since broken up, lived a full life, and died, and your ex gets your now-million-dollar nest egg. Sound far-fetched? It's not. Read more…
Estate Planning · January 15, 2024
Recent changes to the FAFSA rules are a game-changer for grandparents looking to support their grandkids' education. Our latest blog delves into the FAFSA Simplification Act and its impact on 529 college savings plans. Learn how these adjustments allow for more significant contributions without affecting financial aid eligibility. It's an exciting development for family financial planning, offering a new way to invest in your grandchild's future without compromising their aid opportunities.