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May 23, 20236 min read

Why “Just a Will” Is Never Enough

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they...

Apr 24, 20235 min read

Leaving Your Pet in Your Will Won’t Protect Them - Do This Instead

If you’re a pet owner, you know the special bond that exists between you and your pets, and to many pet owners, our furry friends aren’t...

Jan 3, 20235 min read

3 Essential Questions To Ask Before Creating Your Will Online

If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety...

Oct 14, 20227 min read

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...

Sep 27, 20226 min read

ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 1

Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where...

Aug 29, 20225 min read

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, 20224 min read

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...

Aug 8, 20225 min read

4 Essential Strategies For Protecting Your Family's Assets

You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have...

May 27, 20224 min read

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...

May 20, 20228 min read

Key Milestones For Planning Your Retirement

The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your...

Nov 6, 20206 min read

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, 20204 min read

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, 20193 min read

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, 20195 min read

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...

Sep 6, 20194 min read

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, 20194 min read

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, 20196 min read

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, 20195 min read

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, 20193 min read

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, 20195 min read

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...