You Cracked the Case!

Welcome to our secret page. We like to reward curiosity and good instincts – both great traits when you're planning your estate or launching your business.

Give this page a good scroll and then hit the “Enter Giveaway” button to get entered for a fun $25 Darden Gift Card. It’s just a fun way we say thanks to our community for helping us roll out our new site.

Enjoy!

Legal Lingo Decoder

  • Per stirpes

    Divide it evenly among kids or grandkids, depending on who’s around.

  • Testator

    The person writing the will (that’s you!).

  • Revocable Trust

    A flexible bucket you can move stuff in and out of while you’re alive.

  • Intestate

    You died without a will…. yikes.

  • Codicil

    Fancy word for “will update” or “add-on”.

Jeff’s Jokes

  • Why did the will go to therapy?

    It had too many issues.

  • Why did the LLC go to school?

    To get incorporated.

  • Why was the living trust so popular?

    It was always revocable and relatable.

  • How do you know it's time to update your will?

    When your kids say, “What will?”

 5 Plot Twists That Should Trigger an Estate Plan Review

  • Whether you're blending families or parting ways, your plan should reflect new relationships.

  • New little humans = new responsibilities, guardianship choices, and legacy wishes.

  • Buying a home, selling a business, receiving an inheritance? Time to update!

  • When life changes, your powers of attorney and healthcare decisions may need to as well.

  • If a named guardian, executor, or beneficiary passes away, it's important to revisit your plan.

Thanks for taking a few minutes to explore our new website and have a bit of fun.

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