The “Grief Tax”: Why Estate Planning Matters More Than Ever

Losing a loved one is never easy. But beyond the emotional toll, families are often caught off guard by the financial and logistical burden that follows — a phenomenon Empathy.com refers to as the “Grief Tax.” A 2025 study by Empathy reveals just how widespread and overwhelming these challenges can be: These numbers are staggering…

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10 Non-Finanical Estate Planning Issues to Consider

10 Important Conversations to Have When Estate Planning Estate planning is about more than just dividing assets—it’s about ensuring your loved ones are cared for, your values are honored, and your wishes are carried out. Whether you’re planning with your spouse or on your own, these 10 topics are crucial to consider. Having these conversations…

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National Healthcare Decisions Day

National Health Care Decisions Day

Each year on National Healthcare Decisions Day, I write about how having a Living Will and a Healthcare Power of Attorney at minimum is extremely important. And this was before Coronavirus changed our lives and continues to do so. Sadly people are still coming face-to-face with what happens if they or a loved one gets…

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Cardinals Larry Fitzgerald Revised Will Due to COVID

NFL Arizona Cardinals Larry Fitzgerald revised his will due to COVID

Here is a sentence that will stop you in your tracks and make you think: “[Larry] Fitzgerald is a 37-year-old professional athlete. Strong. Committed. In peak physical condition. And COVID-19 had him revising his will.” (EJ Montini, Arizona Republic)   The future hall-of-famer spent 13 days in quarantine after testing positive for COVID-19 on Thanksgiving. He…

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Chronic Illness & Estate Planning

chronic illness estate planning

Sean Connery passed away in his sleep at age 90 after suffering from dementia. One in three seniors dies with Alzheimer’s or another dementia, according to the Alzheimers Association. “He was a model of a man. It is going to be very hard without him, I know that. But it could not last forever and…

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Why Patriot’s Day is a Reminder to Plan

9-11 Patriot's Day

“On this day… 19 years ago 246 people went to sleep in preparation for their morning flights. 2,606 people went to sleep in preparation for work in the morning tomorrow. 343 firefighters went to sleep in preparation for their morning shift. 60 police officers went to sleep in preparation for morning patrol. 8 paramedics went…

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COVID-19 Estate Planning: A Journey, Not a Destination

estate planning and COVID

Estate Planning is a Journey, Not a Destination, Especially During COVID-19 A lot of people are contacting me because they are scared of COVID-19 and want to be prepared just in case. They come because they know they should act responsibly, but the problem that has kept them from making an appointment before continues to…

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