2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP-TO-DATE?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...
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- Aug 29
- 5 min
3 Critical Considerations For How To Save For Your Child’s (or Grandchild's) College Education—Part2
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
- Aug 19
- 4 min
3 Critical Considerations For How To Save For Your Child (or Grandchild’s) College Education—Part 1
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
- Jul 12
- 6 min
5 Common Estate Planning Concerns For Your Second (Or More) Marriage
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...
- Jun 24
- 8 min
Estate Planning FAQs For LGBTQ+ Couples
As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. In the wake of the...
- May 27
- 4 min
Don't Let Your Kids Leave Home Without Signing These 3 Documents
As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue...
- Nov 6, 2020
- 6 min
Will Your Estate Plan Actually Work When Your Family Needs It?
November 6, 2020 is “National Love Your Lawyer Day,” which started in 2001 as a way to celebrate lawyers for their positive contributions...
- Jul 10, 2020
- 4 min
A Tragic Oversight: Kobe Bryant’s Youngest Daughter Mistakenly Left Out of Family Trust
In January, we reported how the deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Gianna, in a helicopter crash...
- Nov 1, 2019
- 3 min
Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased
When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve...
- Oct 24, 2019
- 5 min
Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse
Elder abuse can take a wide variety of forms, but we think the worst of the worst is caused by unscrupulous adult guardians appointed by...
- Oct 22, 2019
- 5 min
Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse: Part 2
In the first part of this series, we discussed how some professional adult guardians have used their powers to abuse the seniors placed...
- Sep 6, 2019
- 4 min
How Will The Coming Wealth Transfer Affect Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous...
- Aug 28, 2019
- 4 min
Why You Need To Add a ‘When I Die’ File to Your Estate Plan
If you were to suddenly die today, would your loved ones know how to quickly find your estate planning documents? Would they know how to...
- Aug 9, 2019
- 6 min
Protect Your Family From Wealth’s Dark Side With a Lifetime Asset Protection Trust
When you create your estate plan, the idea that one of your adult children would ever use their inheritance to bankroll a cult is...
- Jul 26, 2019
- 5 min
7 Processes to Complete With Your Parents Before They Die
In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical...
- Jul 12, 2019
- 3 min
The Real Cost To Your Family: Relying On A Will Alone
Whenever the topic of estate planning comes up, people invariably mention creating a will. And with good reason—having a will is a...
- Jun 28, 2019
- 5 min
Avoid These 2 Common Causes For Dispute Over Your Estate Plan—Part 2
In the first part of this series, we discussed one of the most frequent causes for dispute over your estate plan. Here, we’ll look at...
- Jun 14, 2019
- 3 min
Avoid These 2 Common Causes For Dispute Over Your Estate Plan—Part 1
No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you...
- May 31, 2019
- 4 min
Bitter Battle Over Tom Petty's Estate
This week Tom Petty’s daughters escalated the battle over their late father’s estate by filing a lawsuit against Petty’s second wife that...
- Apr 19, 2019
- 3 min
4 Tasks to Complete Before Going on Vacation
Going on vacation entails lots of planning: packing luggage, buying plane tickets, making hotel reservations, and confirming rental...