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The Life-or-Death Decisions Your Family Shouldn't Have to Make Alone
When you think about estate planning, you probably picture wills, trusts, and who gets what. But what happens when decisions are made...
Jennifer Winegardner
20 minutes ago7 min read


Life, Liberty, and Legacy: How Life & Legacy Planning Promotes Independence
This Fourth of July, consider how you can create your own declaration of independence for your loved ones. Creating a Life & Legacy Plan...
Jennifer Winegardner
Jul 45 min read


A Texas Mail Carrier's Act of Love Shows Why Your Pets Need a Plan Too
When Ian Burke, a mail carrier from Destin, Texas , heard that Floyd—a 70-pound dog he'd befriended on his delivery route—had ended up in...
Jennifer Winegardner
Jun 207 min read


Why Business Owners Deserve More Than an Easy or Cheap Estate Plan
Picture this: you've just set up your estate plan using a quick and easy online DIY form or a budget-friendly legal service. Or, maybe...
Jennifer Winegardner
Jun 66 min read


Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy
Memorial Day isn’t just about barbeques or pool parties. It’s a day to collectively pause and honor the brave men and women who made the...
Jennifer Winegardner
May 266 min read


Trusts & Homeowner's Insurance: What You Need to Know So You Don't Get a Claim Denied In the Future
When you create an estate plan that includes a living trust, you've taken an essential step toward protecting your home and family from...
Jennifer Winegardner
May 164 min read


Estate Planning During Divorce: Lessons from Shannen Doherty's Legacy
The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for...
Jennifer Winegardner
May 54 min read


Gene Hackman's Estate: A Wake-Up Call
The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that serves as a powerful warning for...
Jennifer Winegardner
Apr 285 min read


Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For The People They Love.
Love in the 21st century takes many forms, and for a growing number of couples, "forever" doesn't always include a marriage license....
Jennifer Winegardner
Apr 226 min read


4 Estate Planning Myths That Put Your Loved Ones at Risk
It's Not True Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind...
Jennifer Winegardner
Feb 35 min read


From Preparation to Recovery: When Disaster Strikes
When disaster strikes, every second counts. Plan now, when you are not facing an emergency. Then when emergency strikes, you will be...
Jennifer Winegardner
Jan 226 min read


Five Essential Steps to Protect Your Loved Ones in 2025
Estate Planning in the New Year You know that uneasy feeling when you think about what everyone you love would do, if (and when)...
Jennifer Winegardner
Jan 35 min read


Court Ruling Halts Corporate Transparency Act: What You Need to Know
A federal judge in Texas issued a ruling this week that could affect millions of business owners across the country. What does this...
Jennifer Winegardner
Dec 8, 20242 min read


The Corporate Transparency Act: What you need to know about your Trust, and Your HOA or Condo Association
You may already be familiar with the upcoming Corporate Transparency Act set to kick in next year. If you aren’t, keep reading because it...
Jennifer Winegardner
Nov 14, 20244 min read


10 Steps to Take Now to Secure a Comfortable Retirement: Part 1
Retirement is more than just an end to the working years; it's an exciting new phase of life that requires thoughtful preparation and...
Jennifer Winegardner
May 15, 20246 min read


Parents, Step-Parents, and Children, Oh My! Blended Families + Death = A Potential Nightmare
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the...
Jennifer Winegardner
Apr 8, 20244 min read


Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End
Whether it’s a breakup, divorce, or the death of a loved one, every relationship eventually will come to an end. It is important to plan...
Jennifer Winegardner
Mar 20, 20244 min read


3 Estate Planning Documents Your Parents Need Right Now
As your parents age, ensuring their peace of mind (and yours!) becomes a top priority. One of the best things you can do for your own...
Jennifer Winegardner
Mar 11, 20244 min read


Have a Trust? How the Corporate Transparency Act Affects You
Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate...
Jennifer Winegardner
Oct 23, 20234 min read


Help Your Parents Avoid These New Financial Scams - Part 2
In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam and...
Jennifer Winegardner
Oct 16, 20235 min read
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