Before You Agree to Be a Trustee, Read This!
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant...
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- Sep 27, 2022
- 6 min
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...
- Sep 6, 2022
- 6 min
PRESIDENT BIDEN’S STUDENT DEBT RELIEF PLAN EXPLAINED WITH FAQS
This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low...
- Jun 13, 2022
- 4 min
If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know
If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s a big...
- 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...
- 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...
- 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 25, 2019
- 3 min
Part 2: Estate Planning Must-Haves for Unmarried Couples
In the first part of this series, we discussed the estate planning tools all unmarried couples should have in place. Here, we’ll look at...
- 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,...
- 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....
- Jun 29, 2018
- 4 min
What You Should Know About Guardianship—In Case A Parent or Loved One Becomes Incapacitated
Whether through illness, injury, or other means, anyone can require a guardian to become appointed if they become mentally incapacitated....
- 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...
- Mar 23, 2018
- 3 min
Estate Planning Tips for Ensuring Your Pets Are Properly Cared For
It’s sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In fact, the Humane Society...
- Feb 21, 2018
- 3 min
How Will the New Tax Law Affect Your Family?
President Trump signed the new Tax Cuts and Jobs Act bill into law on December 22, 2017, and the law includes a number of historic...
- Jan 26, 2018
- 4 min
The Mistake I Made with My Grieving Friend
A good friend of mine lost her dad some years back. I found her sitting alone on a bench outside our workplace, not moving, just staring...
- Nov 9, 2017
- 1 min
Welcome!
Welcome to our new blog! Here we will be sharing tips and strategies on how to better protect your wealth, loved ones, and legacy...
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