Nov 1, 20193 minUse Estate Planning to Ensure Your Legacy Doesn’t Get ErasedWhen 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 left you. And when the...
Oct 24, 20195 minUse Estate Planning to Avoid Adult Guardianship—and Elder AbuseElder abuse can take a wide variety of forms, but we think the worst of the worst is caused by unscrupulous adult guardians appointed by a court to care for ...
Sep 6, 20194 minHow 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 amount of wealth wil...
Aug 28, 20194 minWhy You Need To Add a ‘When I Die’ File to Your Estate PlanIf you were to suddenly die today, would your loved ones know how to quickly find your estate planning documents? Would they know how to access all of your f...
Aug 9, 20196 minProtect 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 probably something you’d ne...
Jul 26, 20195 min7 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 Path Institute, outli...
Jul 12, 20193 minThe Real Cost To Your Family: Relying On A Will AloneWhenever the topic of estate planning comes up, people invariably mention creating a will. And with good reason—having a will is a foundational aspect of you...
Jun 28, 20195 minAvoid These 2 Common Causes For Dispute Over Your Estate Plan—Part 2In 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 another leading cause f...
Jun 14, 20193 minAvoid These 2 Common Causes For Dispute Over Your Estate Plan—Part 1No 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 become incapacitated. Of ...
May 31, 20194 minBitter Battle Over Tom Petty's EstateThis week Tom Petty’s daughters escalated the battle over their late father’s estate by filing a lawsuit against Petty’s second wife that seeks $5 million in...
Apr 5, 20194 min7 Events That Necessitate a Review of Your Estate PlanEven 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 not a one-and-done typ...
Mar 25, 20194 minStar Luke Perry’s Death Demonstrates the Importance of Planning for IncapacityIn late February, Luke Perry, who became famous starring in the 1990s TV series Beverly Hills 90210, suffered a massive stroke at age 52. He was hospitalized...
Mar 8, 20194 minCould 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, your IRA will pass dir...
Feb 22, 20194 minOverlooking This Basic Part of Your Estate Plan Can Be TragicThe recent death of the CEO of QuadrigaCX, a major cryptocurrency exchange in Canada, demonstrates a basic, yet often-overlooked, tenet of effective estate p...
Feb 8, 20194 minEnsure Your Family Isn’t Stuck Paying For Your FuneralWith the cost of a funeral averaging $7,000 and steadily increasing each year, every estate plan should include enough money to cover this final expense. Yet...
Jan 14, 20194 minPart 1: Estate Planning Must-Haves for Unmarried CouplesEstate planning is often considered something you only need to worry about once you get married. But the reality is every adult, regardless of age, income le...
Dec 28, 20184 min4 Ways Estate Planning Can Improve Relationships with Loved OnesWith the holiday season here, you’re probably spending lots of time with your family and friends. During these moments, you’re likely reminded of just how im...
Nov 30, 20184 minUse Estate Planning to Enrich Your Family With More Than Just Material WealthIn the weeks before her death from ovarian cancer, author Amy Krouse Rosenthal gave her husband Jason one of the most treasured gifts a person could receive....
