Estate Planning

Guidance and Resources

Practical guidance and a thoughtful approach to securing your family’s future.

Latest Articles

Oct 13, 2026

Should I Name My Spouse or My Trust as My Life Insurance Beneficiary?

The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to
taxes, healthcare, and benefits that will affect nearly every American family. Read more…

Jul 20, 2026

Estate Planning for the Blended Family

Jul 13, 2026

Why So Much Money Ends Up as Unclaimed Property and What That Means for You

All Posts

All Posts

Blended family together representing the importance of estate planning for blended families in Tampa Bay

Should I Name My Spouse or My Trust as My Life Insurance Beneficiary?

The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family. Read more…

mmiller4621

Oct 137 min read

Estate Planning for the Blended Family

The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family. Read more…

mmiller4621

Jul 203 min read

Why So Much Money Ends Up as Unclaimed Property and What That Means for You

The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family. Read more…

mmiller4621

Jul 136 min read

Adult siblings and aging parent together representing the importance of elder care planning and estate planning

Caring for Aging Parents: How to Protect Relationships and Plan Ahead

The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family. Read more…

mmiller4621

Jul 66 min read

Person reviewing paperwork at a desk representing the stress of the probate process after a loved one's death

Frozen Accounts, Court Delays, and Grief: What Happens in the Probate Process

The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family. Read more…

mmiller4621

Jun 296 min read

Family sorting through a loved one's belongings representing the importance of estate planning for personal property

What Happens to All Your Stuff When You Die? (And Why Your Family Is Dreading It)

The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family. Read more…

mmiller4621

Jun 226 min read

Family embracing during a difficult time representing the gift of estate planning and Life and Legacy Planning

Living With Loss: The Daily Impact of Grief and the Gift of Planning Ahead

The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family. Read more…

mmiller4621

Jun 156 min read

Estate planning documents on a desk representing a comprehensive estate plan review

Why Quick and Simple Estate Plan Reviews Don't Exist

The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family. Read more…

Actuate Media

Jun 17 min read

Retired couple reviewing retirement account and estate planning documents with an attorney

Here's What Happens to Your Retirement Accounts After You Die

The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family. Read more…

Actuate Media

May 257 min read

Creating a Trust in Your Will vs. Creating a Living Trust: Part 2

The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family. Read more…

Actuate Media

May 186 min read

Family enjoying time together outside and not worried about the future because they’ve weighed the value of a testamentary trust vs living trust.

Creating a Trust in Your Will vs. Creating a Living Trust: Part 1

The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family. Read more…

Actuate Media

May 116 min read

Florida home exterior representing Lady Bird Deed estate planning considerations

The Lady Bird Deed: 5 Risks to Consider Beyond Medicaid Protection

The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family. Read more…

Actuate Media

May 47 min read

The One Big Beautiful Bill: What It Means for Your Family's Financial Future

The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family. Read more…

Dec 9, 20256 min read

When Paradise Turns to Pain: Jimmy Buffett's Estate Battle

Jimmy Buffett built an empire around the laid-back "Margaritaville" lifestyle, but his $275 million estate has become anything but relaxing for his family. Read More...

Dec 2, 20255 min read

Estate Planning Awareness Week: Why Planning Is the Greatest Gift You Can GiveYour Loved Ones

Estate Planning Awareness Week is here. Learn why thoughtful, well-designed estate planning is the greatest gift you can give your loved ones. Read more...

Nov 25, 20255 min read

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Estate Planning

Guidance and Resources

Latest Articles

Should I Name My Spouse or My Trust as My Life Insurance Beneficiary?

Estate Planning for the Blended Family

Why So Much Money Ends Up as Unclaimed Property and What That Means for You

All Posts

Should I Name My Spouse or My Trust as My Life Insurance Beneficiary?

Estate Planning for the Blended Family

Why So Much Money Ends Up as Unclaimed Property and What That Means for You

Caring for Aging Parents: How to Protect Relationships and Plan Ahead

Frozen Accounts, Court Delays, and Grief: What Happens in the Probate Process

What Happens to All Your Stuff When You Die? (And Why Your Family Is Dreading It)

Living With Loss: The Daily Impact of Grief and the Gift of Planning Ahead

Why Quick and Simple Estate Plan Reviews Don't Exist

Here's What Happens to Your Retirement Accounts After You Die

Creating a Trust in Your Will vs. Creating a Living Trust: Part 2

Creating a Trust in Your Will vs. Creating a Living Trust: Part 1

The Lady Bird Deed: 5 Risks to Consider Beyond Medicaid Protection

The One Big Beautiful Bill: What It Means for Your Family's Financial Future

When Paradise Turns to Pain: Jimmy Buffett's Estate Battle

Estate Planning Awareness Week: Why Planning Is the Greatest Gift You Can GiveYour Loved Ones

Stay Informed About Estate Planning

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