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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...
Jun 14, 20193 min read
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, 20194 min read
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, 20195 min read
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, 20193 min read
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 19, 20193 min read
4 Tasks to Complete Before Going on Vacation
Going on vacation entails lots of planning: packing luggage, buying plane tickets, making hotel reservations, and confirming rental...
Apr 5, 20194 min read
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 25, 20194 min read
Star Luke Perry’s Death Demonstrates the Importance of Planning for Incapacity
In late February, Luke Perry, who became famous starring in the 1990s TV series Beverly Hills 90210, suffered a massive stroke at age 52....
Mar 8, 20194 min read
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, 20194 min read
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...
Feb 8, 20194 min read
Ensure Your Family Isn’t Stuck Paying For Your Funeral
With the cost of a funeral averaging $7,000 and steadily increasing each year, every estate plan should include enough money to cover...
Jan 25, 20193 min read
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, 20194 min read
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,...
Dec 28, 20184 min read
4 Ways Estate Planning Can Improve Relationships with Loved Ones
With the holiday season here, you’re probably spending lots of time with your family and friends. During these moments, you’re likely...
Dec 13, 20185 min read
Saving What Matters: 12 Must-Have Items To Pack in Your Go-Bag
It’s the middle of the night. The authorities just notified you that you have 20 minutes to evacuate your home before a raging wildfire...
Nov 30, 20184 min read
Use Estate Planning to Enrich Your Family With More Than Just Material Wealth
In the weeks before her death from ovarian cancer, author Amy Krouse Rosenthal gave her husband Jason one of the most treasured gifts a...
Nov 15, 20185 min read
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, 20184 min read
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...
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