top of page


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
Tracy Marion
Jan 304 min read
8


Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership
Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership
Tracy Marion
Jan 24 min read
9


10 THINGS YOU SHOULD KNOW ABOUT LIVING WILLS
10 THINGS YOU SHOULD KNOW ABOUT LIVING WILLS
Tracy Marion
Nov 26, 20247 min read
23


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.
Tracy Marion
Nov 4, 20242 min read
21


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
Tracy Marion
Oct 7, 20243 min read
12
0


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."
Tracy Marion
Sep 30, 20246 min read
12
0


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.
Tracy Marion
Sep 16, 20246 min read
18


Labor Day Reflections and Your Legacy
Labor Day Reflections and Your Legacy
Tracy Marion
Aug 27, 20247 min read
17


Estate Planning for Blended Families: Ensuring Your Legacy Is Secure
Estate Planning for Blended Families:
Tracy Marion
Jun 22, 20243 min read
5


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...
Tracy Marion
Jan 26, 20242 min read
5
0


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...
Tracy Marion
Jan 14, 20242 min read
4
0
bottom of page