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...

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...

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

This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low...

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...

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...

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...

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...

When you create your estate plan, the idea that one of your adult children would ever use their inheritance to bankroll a cult is...

In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical...

The recent death of the CEO of QuadrigaCX, a major cryptocurrency exchange in Canada, demonstrates a basic, yet often-overlooked, tenet...

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...

Estate planning is often considered something you only need to worry about once you get married. But the reality is every adult,...

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....

Whether through illness, injury, or other means, anyone can require a guardian to become appointed if they become mentally incapacitated....

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...

It’s sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In fact, the Humane Society...

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...

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...

Welcome to our new blog! Here we will be sharing tips and strategies on how to better protect your wealth, loved ones, and legacy...