by Ruby Steinbrecher | Feb 28, 2025 | Estate Planning, Estate Taxes, Legacy, Tips
Every year on February 1st, we observe National Unclaimed Property Day – a reminder of the staggering $70 billion in forgotten and abandoned assets currently held by state governments across America. And this isn’t just spare change we’re talking...
by Ruby Steinbrecher | Feb 14, 2025 | Estate Planning, Legacy, Tips
When disaster strikes, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all the difference for you and your loved ones. Having a clear plan helps you stay calm and focused during emergencies. In this...
by Ruby Steinbrecher | Feb 9, 2025 | Estate Planning, Tips
Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate planning. The Caring.com survey revealed that only 32% of Americans have a will – a 6% decline from 2023. The Ameriprise survey...
by Ruby Steinbrecher | Jan 21, 2025 | Estate Planning, Legacy, Retirement
You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging voice reminding you that you still haven’t created a will or trust or updated the estate plan you do have? As we enter 2025,...
by Ruby Steinbrecher | Dec 20, 2024 | Estate Planning, Finance, Philanthropy, Tips
The desire to make a difference doesn’t end when we’re gone. For many people, incorporating charitable giving into their estate plan provides a way to support causes they care about while creating a lasting legacy. Whether you want to establish a...
