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How the Holidays Can Inspire Your Family Legacy Planning
While passing down family recipes and gathering around the holiday table are cherished traditions, these moments also present a perfect opportunity to discuss, preserve, and protect your family’s broader legacy.
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Shining a Light on Shelley Duvall’s Death and Estate Plan
Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of 75. While her acting legacy continues to captivate fans, her passing reveals some important lessons about estate planning that everyone can learn from.
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Navigating End-of-Life Care: Lessons from a Daughter’s Tragic Experience
In an aging society, you might face difficult end-of-life decisions for your loved ones sooner than expected. And when you do, you’ll realize that the journey is rarely straightforward.
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Matthew Perry’s Estate Plan Demonstrates the Benefits of Trusts
When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as details of his estate began to emerge, a curious puzzle presented itself: why did he seem to have less money than you’d expect?
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3 Questions to Ask Yourself Before Creating Your Estate Plan With AI
The allure of Do-It-Yourself estate planning through AI is substantial, especially when you think your situation is simple. But here’s the truth: estate planning is not just about creating a set of documents, and it’s almost always more complicated than you think.
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Reflections on Your Legacy
This fall, we invite you to take a meaningful pause and reflect on the legacy you’re building through your life’s work. Your hard work deserves to be protected. You can ensure that everything you’ve built is passed on exactly as you wish, safeguarding your values and assets for future generations. It’s a call to action…
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How Relying On Beneficiary Designations Puts Your Family at Risk (And How To Fix It!)
As a professional in the field, I’ve seen many financial advisors, accountants, and even other lawyers suggest that naming beneficiaries on your accounts is sufficient, and that you don’t need an estate plan. However, they often overlook the potential risks to your family’s financial future.
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Would $23,000 Make a Difference to You?
Imagine discovering thousands of dollars that belong to you, only to be told you can’t have it. It’s called “unclaimed property,” money that’s yours but has been handed over to the government without your knowledge. And it happens more often than you may think.
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Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter
In this third installment of our four-part celebrity series, we discuss a topic that no one wants to consider as it may seem to be a fate worse than death: incapacity. Find out what Jay Leno and his family can teach us about the need to be prepared, no matter what happens.
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Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts
This week, we’re continuing to look at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). Last week, we examined Michael Jackson’s planning and the holes in his plan that resulted in his family being embroiled in court and conflict for 15 years and counting (if you missed it, go…
