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The $700 Million Lesson: Why Digital Asset Protection Belongs in Your Estate Plan
When James Howells accidentally tossed a hard drive holding 8,000 Bitcoin, he lost access to a fortune now worth over $700 million. His story is more than a cautionary tale—it’s a powerful reminder of why digital asset protection and a complete asset inventory are essential parts of any modern estate plan.
Sabine Franco
Apr 21, 20253 min read


Revocable vs. Irrevocable Trust: What’s Best for Your Legacy?
The type of trust you choose can make all the difference in how your family accesses your assets, avoids court, and protects your legacy.
Sabine Franco
Apr 9, 20252 min read


Protect Yourself from Online Scams and Cyber Attacks
Learn how to protect yourself from online scams and cyber attacks with 7 practical steps.
Sabine Franco
Apr 7, 20253 min read


Protecting Your Cash Beyond the FDIC Safety Net
If your savings exceed FDIC limits, it's crucial to protect them. Consider spreading your funds across multiple banks, using different accou
Sabine Franco
Apr 1, 20253 min read


How a Living Trust and Homeowner’s Insurance Can Work Together to Protect Your Home
You’ve taken a smart step by setting up a living trust to protect your family and avoid the costs and delays of probate court. But here’s...
Sabine Franco
Mar 24, 20254 min read


NEWS! Corporate Transparency Act Update That Impacts Your Estate Planning
If you’ve set up an LLC or corporation as part of your estate planning —whether to hold real estate, protect assets, or manage family...
Sabine Franco
Mar 19, 20252 min read


Taxes & Business Law: Protect Your Business & Minimize Tax Liability
Tax season is more than just paperwork; it’s a great opportunity to strengthen your business both legally and financially. By choosing...
Sabine Franco
Mar 10, 20252 min read


Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy
Shannen Doherty’s passing in July 2024 highlights the importance of estate planning during divorce. Known for her roles in Beverly Hills,...
Sabine Franco
Mar 4, 20252 min read


AI and Estate Planning: Smart Choice or Risky Move?
Smartphone screen displaying AI applications Gemini and ChatGPT. The rise of AI has brought convenience to many aspects of life, from...
Sabine Franco
Feb 24, 20252 min read


Navigating End-of-Life Care: Lessons from a Daughter's Experience
Maggie Schneider Huston's Newsweek story highlights the challenges of ensuring a loved one’s end-of-life wishes are respected.
Sabine Franco
Feb 10, 20252 min read


What Happens to Unclaimed Property? The $60 Billion Secret
Did you know state governments across the U.S. currently hold $60 billion in unclaimed property? This staggering amount highlights the...
Sabine Franco
Feb 3, 20252 min read


Retirement Planning Made Easy: 5 Steps and Strategies for 2025
Thinking about how your family will handle things when you're gone is never easy, but it’s necessary. Many people avoid estate planning,...
Sabine Franco
Jan 27, 20252 min read


3 Ways You Can Benefit From Incorporating Charitable Donations In Your Legacy Plan
You are probably already aware of the tax benefits from donating to charity during your lifetime—donations to charity are tax-deductible....
Sabine Franco
Jun 15, 20226 min read


How does administration of a will work?
This is a great question because many people are unaware of how the process actually works, and it’s not as simple as you may think. So,...
Sabine Franco
Jun 15, 20222 min read


Planning Your Legacy 101: Wills vs. Trusts
When it comes to legacy planning, wills and trusts are two of the most commonly used legacy planning tools, and are usually the...
Sabine Franco
Jun 15, 20226 min read


Can I leave my 401(k) to my minor children when I die?
Although you are technically allowed to name a minor child as the beneficiary of your 401(k), IRA, or other employment-sponsored...
Sabine Franco
Jun 15, 20222 min read


Should I leave money for my child with special needs in my will?
This may seem like the right thing to do, but the answer is actually no, and let me explain why—when planning for a loved one with...
Sabine Franco
Jun 15, 20222 min read


Consider This Before You Create A Will Online
A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a very small...
Sabine Franco
Jun 15, 20223 min read


Why Putting Your Family Home In A Trust Is A Smart Move—Part 1
If you're like many homeowners, your home is likely your family’s most valuable and cherished asset. In light of this, you want to make...
Sabine Franco
Jun 15, 20225 min read


Preventing Family Conflict And Disputes Over Your Legacy Plan
It's hard to foresee how your loved ones will act when you die or become incapacitated, no matter how well you believe you know them....
Sabine Franco
Jun 15, 20227 min read
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