top of page

Blogs & Newsletters
Search

Would $23,000 Make a Difference to You?
Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. This frustrating scenario became a...
Suzana Das
Aug 13, 20246 min read
25 views
0 comments

Would You Make This Million Dollar Mistake?
Imagine this: You're in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as...
Suzana Das
Aug 8, 20247 min read
29 views
0 comments

Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers
For the last few weeks, we’ve discussed celebrities and how they planned for their deaths. We started with the King of Pop, Michael...
Suzana Das
Jul 31, 20245 min read
21 views
0 comments

Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter
For the last two weeks, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of our...
Suzana Das
Jul 23, 20247 min read
38 views
0 comments

Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts
This week, we’re continuing to look at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). Last week,...
Suzana Das
Jul 17, 20246 min read
22 views
0 comments

Celebrity Estate Plans Series Part 1 of 4: Michael Jackson
What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. Maybe it’s...
Suzana Das
Jul 9, 20247 min read
30 views
0 comments

Value Freedom? Here’s Why an Estate Plan Is Your Declaration of Independence
As you celebrate the Fourth of July and all it represents - freedom, independence, and the pursuit of happiness - take pride in the...
Suzana Das
Jul 3, 20245 min read
15 views
0 comments

The Surprising Connection Between Men’s Health and Estate Planning
June marks Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the...
Suzana Das
Jun 25, 20246 min read
21 views
0 comments

They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood
When your child turns 18, they’re legally considered an adult even though they have a lot more growing to do (though they may not think...
Suzana Das
Jun 19, 20247 min read
10 views
0 comments

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....
Suzana Das
Jun 11, 20245 min read
5 views
0 comments

Protecting Your LGBTQIA+ Family: A Pride Month Guide to Estate Planning for Non-Biological Parents
As an LGBTQIA+ non-biological parent, June's arrival sparks a flurry of Pride celebrations reminding you of the remarkable progress the...
Suzana Das
Jun 4, 20247 min read
10 views
0 comments

Memorial Day Reflections: Crafting Your Lasting Legacy With Estate Planning
Memorial Day brings with it an opportunity to reflect on the concepts of mortality, remembrance, and legacy. As we remember the brave men...
Suzana Das
May 29, 20246 min read
10 views
0 comments

10 Steps to Take Now to Secure a Comfortable Retirement: Part 2
Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored essential steps...
Suzana Das
May 22, 20245 min read
8 views
0 comments

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...
Suzana Das
May 14, 20246 min read
16 views
0 comments

Estate Planning: A Gift of Peace and Power for Every Mother
Moms spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a mom, you know....
Suzana Das
May 7, 20246 min read
15 views
0 comments

The Dark Side of the Internet: Protect Yourself From Online Scams and Digital Attacks
In the digital age, online scams and cyber attacks are becoming more frequent, posing risks to not only everyday users but also to...
Suzana Das
Apr 30, 20244 min read
15 views
0 comments

What Happens To Your Social Media Account When You Die?
When you die, what happens to your online life? Each social media platform has its own rules for dealing with the accounts of deceased...
Suzana Das
Apr 23, 20245 min read
14 views
0 comments

Why Estate Planning Is the Best Use of Your Tax Refund
When that extra bit of money from your tax refund lands in your bank account, (kinda feels like Christmas, doesn’t it?) it's easy to...
Suzana Das
Apr 16, 20248 min read
14 views
0 comments

Navigating the World of Cryptocurrency: A Guide for Parents and Teens
In an era where digital innovation shapes every aspect of our lives, it's no surprise that our teenagers are drawn to the allure of...
Suzana Das
Apr 10, 20245 min read
22 views
0 comments

April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess
If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and...
Suzana Das
Apr 2, 20245 min read
121 views
0 comments
bottom of page