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...
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- 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...
- May 17, 2019
- 5 min
Part 2: Estate Planning Must-Dos if You’re Getting Divorced
In the first part of this series, we discussed a couple of the most critical updates you must make to your estate plan if you’re getting...
- May 3, 2019
- 3 min
Part 1: Estate Planning Must-Dos if You’re Getting Divorced
Divorce can be traumatic for the whole family. Even if the process is amicable, it involves many tough decisions, legal hassles, and...
- Apr 5, 2019
- 4 min
7 Events That Necessitate a Review of Your Estate Plan
Even if you put a totally solid estate plan in place, it can end up proving worthless if it’s not properly updated. Estate planning is...
- Mar 8, 2019
- 4 min
Could an IRA Trust Benefit Your Family?
Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death,...
- Feb 22, 2019
- 4 min
Overlooking This Basic Part of Your Estate Plan Can Be Tragic
The recent death of the CEO of QuadrigaCX, a major cryptocurrency exchange in Canada, demonstrates a basic, yet often-overlooked, tenet...
- Jan 14, 2019
- 4 min
Part 1: Estate Planning Must-Haves for Unmarried Couples
Estate planning is often considered something you only need to worry about once you get married. But the reality is every adult,...
- Nov 15, 2018
- 5 min
When Something is NOT Better Than Nothing—Part 2
In our last blog, we shared the first part of this series discussing the hidden dangers of do-it-yourself estate planning. In part two,...
- Nov 2, 2018
- 4 min
When Something is NOT Better Than Nothing—Part 1
Go online, and you’ll find tons of websites offering do-it-yourself estate planning documents. Such forms are typically quite...
- Oct 18, 2018
- 3 min
To Live a Happier Life, Start Thinking About Death Now
Want to know a proven way to live a more fulfilling life? All you have to do is fully accept the fact that one day you’re going to die....
- Oct 5, 2018
- 4 min
Who Should Khloé Kardashian Choose as Legal Guardian For Her Child
You might not be a big fan of their typical life choices, but the Kardashians recently demonstrated impressive wisdom in protecting their...
- Sep 19, 2018
- 4 min
Don’t Transfer Ownership of Your House to Your Kids Before You Read This
With the cost of long-term care (LTC) skyrocketing, you may be concerned about your (or your elderly parents’) ability to pay for lengthy...
- Sep 7, 2018
- 4 min
Aretha Franklin Dies Without a Will and Leaves Her Family to Deal With Court and Conflict
Aretha Franklin, heralded as the “Queen of Soul,” died from pancreatic cancer at age 76 on August 16th at her home in Detroit. Like...
- Aug 23, 2018
- 4 min
Avoid This Major Mistake When Adding an IRA to Your Estate Plan
Some people assume that because they’ve named a specific heir as the beneficiary of their IRA in their will or trust that there’s no need...
- Aug 10, 2018
- 5 min
Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2
In our last blog, we shared the first part of this series explaining the powers and duties that come with serving as trustee. Here in...
- Jul 27, 2018
- 4 min
Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1
If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they...
- Jun 15, 2018
- 4 min
The Key Differences Between Wills and Trusts
When discussing estate planning, a will is what most people think of first. Indeed, wills have been the most popular method for passing...
- Jun 1, 2018
- 4 min
Part 2 - I Don’t Have Kids, So Why Do I Need Estate Planning?
In our last blog, we shared the first part of our series on the importance of estate planning for those without children. Here in part...
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