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Tracy Marion
Jan 304 min read
National Unclaimed Property Day: Why Estate Planning is More Than Just Documents
Every year on February 1st, we observe National Unclaimed Property Day - a reminder of the staggering $60 billion in forgotten and abandoned
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Tracy Marion
Jan 24 min read
Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership
Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership
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Tracy Marion
Nov 26, 20247 min read
10 THINGS YOU SHOULD KNOW ABOUT LIVING WILLS
10 THINGS YOU SHOULD KNOW ABOUT LIVING WILLS
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Tracy Marion
Nov 4, 20242 min read
Don’t Be A StatisticÂ
Estate Planning: When it comes to estate planning, you'd expect more people to take action, but surprisingly, many still delay.
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Tracy Marion
Oct 7, 20243 min read
Protect Your Digital Assets
Recent advances in digital technology have made many aspects of our lives much easier and more convenient. However, digital technology has a
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Tracy Marion
Sep 30, 20246 min read
A Power of Attorney May Not Be What You Think
If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney."
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Tracy Marion
Sep 16, 20246 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.
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Tracy Marion
Aug 27, 20247 min read
Labor Day Reflections and Your Legacy
Labor Day Reflections and Your Legacy
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Tracy Marion
Jun 22, 20243 min read
Estate Planning for Blended Families: Ensuring Your Legacy Is Secure
Estate Planning for Blended Families:
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Tracy Marion
Jan 26, 20242 min read
Navigating Estate Planning with a Unique Child: A Comprehensive Guide
Introduction: You already know that estate planning is a critical aspect of securing the future for your loved ones. When it comes to...
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Tracy Marion
Jan 14, 20242 min read
The Untold Importance of Long-Term Estate Planning in Divorce
Divorce is undeniably an emotionally demanding process, often overshadowing the need for careful consideration of long-term estate...
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