beneficiaries

National Regifting Day:  Regifting for Your Future Image
12.03.2025

National Regifting Day: Regifting for Your Future

During the holidays, we usually receive at least one gift th...

A Cozy Chat About Your Legacy:  Planning for Peace of Mind This Holiday Season Image
12.03.2025

A Cozy Chat About Your Legacy: Planning for Peace of Mind This Holiday Season

12 Estate Planning Steps to Take This Holiday Season “On ...

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10.20.2025

Have You or Your Loved Ones Used These Excuses to Avoid Esta...

Stepfamily Day: Smart Estate Planning for Blended Families Image
09.08.2025

Stepfamily Day: Smart Estate Planning for Blended Families

Happy National Stepfamily Day to all who celebrate it! Amid ...

Jump-Start or Refresh Your Planning This September Image
09.08.2025

Jump-Start or Refresh Your Planning This September

Happy National 401(k) Day! Bookending the first week of Sep...

From Game Shows to Estate Plans:  Insights from Regis Philbin Image
08.08.2025

From Game Shows to Estate Plans: Insights from Regis Philbin

Regis Philbin, the Guinness World Record holder for the most...