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Do Wills Have Passports? Managing Assets Abroad
Planning your estate is complex enough when everything you own is in the United States. But what if you also have a vacation home in Mexico, a bank account in Canada, or an investment property in Spain? Owning assets abroad adds another layer of complexity to your estate plan. While your will or trust  is an essential tool for managing U.S. assets, international assets often require special planning  to ensure they’re properly accounted for and transferred according to your w
Travis Gasper
4 days ago2 min read


Why You Should Absolutely, Positively NOT Register for Our Webinar Next Week
You’ve got enough on your plate this time of year—holiday parties and last-minute shopping are right around the corner, and you're still trying to remember where you hid that one gift you bought in April. So really… why on earth would you spend 45 minutes at our End-of-Year Estate Planning Checklist Webinar ? It’s free. It’s helpful. It might actually make your life easier. Gross, right? Let’s be clear: here are eight very good reasons you should not  register. 1. You Love a
Travis Gasper
Oct 153 min read


Back-to-School, Back-to-Basics: Essential Documents for a Smooth School Year
The pencils are sharpened, the backpacks are packed, and the scent of freshly printed textbooks fills the air—it’s back-to-school season!...
Travis Gasper
Sep 92 min read


Ditch the Drama, Ace the Docs: Estate Planning Essentials for College Students (and Their Parents!)
So, You're Off to College! (And Not Just Packing Ramen) Headed to campus with dreams, dorm gear, and enough snacks to survive finals...
Travis Gasper
Aug 43 min read


Financial Power of Attorney: Your Money, Your Rules
When Jane's mother had a stroke, everything changed overnight. Suddenly, Jane wasn’t just managing hospital visits and medical...
Travis Gasper
Jul 282 min read
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