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Recent Blog Posts

Avoiding Forced Guardianship and Financial Exploitation: Lessons from Wendy Williams’ Conservatorship Case
Wendy Williams’ conservatorship case highlights the importance of a strong estate plan with powers of attorney, trusts, and oversight structures to prevent forced guardianship and financial exploitation.
March 13, 2025
Frank Fritz’s Estate Battle: Lessons on the Importance of Planning Ahead
The legal battle over American Pickers star Frank Fritz’s estate highlights the importance of proper estate planning, clear documentation, and open communication to prevent disputes and protect your legacy.
March 10, 2025
Exercise and Dementia Risk: Protecting Your Future Through Healthy Habits and Advance Planning
Regular exercise can help reduce the risk of dementia, but planning ahead with essential legal documents ensures your wishes are honored no matter what the future holds.
March 3, 2025
Surprise Visits Are Heartwarming, But What About Unplanned Guardianship?
A heartwarming viral surprise highlights the importance of guardianship planning—because while life is full of unexpected moments, ensuring your child’s future should never be left to chance.
February 21, 2025
The Future of Cash: What It Means for Your Estate Plan
As cash fades and digital transactions rise, estate planning evolves—learn how to protect your legacy in a rapidly changing financial world.
February 10, 2025
A Sweet Legacy: Baltimore’s Domino Sugar Plant and the City’s Resilient Spirit
The Domino Sugar plant, a century-old icon of Baltimore’s industrial legacy, continues to thrive with a major expansion, symbolizing resilience and long-term planning.
January 31, 2025
The Unstoppable Spirit of “Steel Grandpa” and Lessons for Estate Planning
The inspiring story of “Steel Grandpa”, a reminder that resilience and planning can overcome any challenge.
January 24, 2025
How to Ensure Your Hard-Earned Wealth Benefits Your Loved Ones – Not Just Their Next Vacation
Will your heirs manage your legacy wisely? Learn how estate planning can help prevent financial pitfalls for your loved ones.
November 28, 2024
Campbell’s Soup Dropping the "Soup"?!
After 155 years, Campbell Soup Company is changing its name to The Campbell’s Company! 🥣✨ They’ve come a long way from just soups, now offering everything from snacks to beverages. As times change, Campbell’s realized they had to adapt—just like we do when planning for the future of our families.
November 5, 2024
Should Parents Lend Money to Their Children?
As a parent, you want the best for your children. Whether it's helping them buy their first home, paying off debt, or funding a new business venture, the instinct to support them is natural. But as Benjamin Franklin famously warned, “never a borrower or a lender be.” This cautionary advice seems at odds with modern reality.
September 12, 2024
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