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Jeff Berenholz
Jul 100 min read
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Jeff Berenholz
Jul 100 min read
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Jeff Berenholz
Jul 100 min read
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Jeff Berenholz
Jul 100 min read
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What Happens to Your Frequent Flyer Miles When You Die? A Complete Guide to Travel Rewards Estate Planning
Don’t let your frequent flyer miles vanish! Learn how to include rewards points in your estate plan and pass benefits to loved ones.

Jeff Berenholz
Apr 260 min read
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How Estate Planning Trusts Can Protect Your Child's Inheritance - Complete Guide to Trust Protection
Discover how two families handled inheritances differently—one thrived with estate planning trusts; the other faced financial ruin.

Jeff Berenholz
Apr 260 min read
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Why Young Adults Need a Health Care Proxy
Accidents happen to anyone. Learn why every young adult needs a health care proxy to ensure medical decisions match their wishes.

Jeff Berenholz
Apr 260 min read
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Avoid This Common Estate Planning Mistake Without Needing $80M
Protect your estate from unexpected outcomes. Learn from Gene Hackman's story why a simultaneous death clause matters.

Jeff Berenholz
Apr 260 min read
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Avoid Poor Estate Planning Mistakes That Could Cost Your Family Their Inheritance
Learn how a lack of estate planning led to financial loss for one young adult—and how you can protect your loved ones from the same fate.

Jeff Berenholz
Mar 193 min read
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The Hidden Tax Traps in Your Estate Plan – And How to Avoid Them
Don’t let hidden tax traps shrink your legacy. Learn how to avoid estate tax, capital gains tax, and IRA tax mistakes to protect your family

Jeff Berenholz
Mar 190 min read
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3 Estate Planning Lessons from Influential Women
Learn estate planning lessons from influential women like Madam C.J. Walker, Eleanor Roosevelt, and Oprah. Secure your legacy today!

Jeff Berenholz
Mar 190 min read
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Spring Cleaning: Does Your Estate Plan Need a Refresh?
Spring is the perfect time to refresh your estate plan. Ensure your legal documents, beneficiaries, and finances are up to date. Learn more

Jeff Berenholz
Mar 193 min read
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Overcoming Estate Planning Fears: Why We Avoid It and Why That Needs to Change
Estate planning can feel overwhelming, but avoiding it creates bigger risks. Learn how to overcome common fears and protect your future.

Jeff Berenholz
Feb 73 min read
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Do Wills Have Passports? Managing International Assets Abroad in Estate Planning
Own assets abroad? Learn how to manage international estate planning and ensure your will covers your global assets properly.

Jeff Berenholz
Feb 72 min read
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Keep Your Estate Plan Adaptable: Why Flexibility Matters
Ensure your estate plan stays relevant. Learn why flexibility matters and how to keep your wishes aligned with life’s changes.

Jeff Berenholz
Feb 73 min read
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Protecting Intellectual Property in Estate Planning: Secure Your Creative Legacy
Ensure your creative assets are protected for future generations. Learn key strategies for protecting your intellectual property.

Jeff Berenholz
Feb 73 min read
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Critical Estate Planning Documents: Do You Have These Essentials?
Ensure your estate plan is complete with these critical documents. Learn how wills, trusts, and powers of attorney protect your family.

Jeff Berenholz
Jan 153 min read
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Estate Planning Essentials: Avoid Financial Ruin with the Right Documents
Protect your family and assets with estate planning essentials. Learn how key documents like wills and powers of attorney can prevent financ

Jeff Berenholz
Jan 153 min read
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Simple Estate Planning: Why Every Family Needs a Thoughtful Plan
Think your estate is simple? Learn why even modest estates need simple estate planning to prevent disputes, avoid probate, and honor your wi

Jeff Berenholz
Jan 152 min read
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Wealthy Estate Planning Strategies: Secure Your Kids' Future
Estate planning isn't just for the wealthy. Discover how trusts and professional planning can secure your children's future.

Jeff Berenholz
Jan 153 min read
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