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Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential
You’ve taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about keeping your family out of court and conflict, ensuring […]
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Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits
Imagine this: You’ve spent decades carefully saving money, building a comfortable nest egg that represents years of hard work and discipline. One morning, you’re sipping coffee and browsing the news […]
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Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love
Love in the 21st century takes many forms, and for a growing number of couples, “forever” doesn’t always include a marriage license. While a deeply personal choice, being unmarried adds […]
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Planning a Trip? Protect Your Children with a Kids Protection Plan
As Spring Break approaches, followed by summer, you’re likely focused on planning the perfect getaway with your children – booking flights, reserving hotels, and mapping out exciting activities. But there’s […]
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Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples
The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their marriages are rolled back. You’ve worked hard to build a […]
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Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy
The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for her iconic roles in “Beverly Hills, 90210,” “Heathers” and […]
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The Unexpected Challenges of Being an Estate Executor
When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility – distribute assets according to their will and handle some paperwork. However, […]
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Our Top 10 Most Common Estate Planning Questions: Part 2
Estate planning can seem overwhelming, but understanding key concepts can make a huge difference in your family’s future.
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Our Top 10 Most Common Estate Planning Questions: Part 1
Understanding how accounts are titled and who has access to them isn’t just about convenience—it’s about ensuring your assets transfer smoothly to your loved ones while protecting them from potential risks. But how should you go about this?
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Estate Planning in Times of Change: Part 2
Families with unique circumstances require special attention in estate planning, particularly in legal uncertainty. Understanding how to protect LGBTQIA+ families and those with children who have special needs is crucial for their long-term security.
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Estate Planning in Times of Change: Part 1
With a new presidential administration onboarding in just a few weeks, significant changes coming to estate tax exemptions, and interest rates in flux, you may wonder how to protect your assets in the face of uncertainty.
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Lessons from Tony Bennett’s Estate Battle
When the iconic Tony Bennett passed away in July 2023 at 96, the world lost a beloved crooner whose music touched generations. Yet, behind the harmony of his musical achievements lies a discordant note in his personal life. Following his passing, a family dispute casts a shadow over his legacy. While Bennett brought people together…
