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The Hidden Dangers of DIY Estate Planning—Part 1
Do a Google search for “online estate planning documents,” and you’ll find dozens of different websites. From Legal Zoom® and Willing.com...
Nov 29, 20195 min read


Understanding Your Life Insurance Settlement Options
Following the death of the policy holder, the way in which proceeds from a life insurance policy are paid to the beneficiary (or...
Nov 15, 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...
Nov 1, 20193 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...
Oct 24, 20195 min read


Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse: Part 2
In the first part of this series, we discussed how some professional adult guardians have used their powers to abuse the seniors placed...
Oct 22, 20195 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...
Sep 6, 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 28, 20194 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...
Aug 9, 20196 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 26, 20195 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...
Jul 12, 20193 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 28, 20195 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...
Jun 14, 20193 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 31, 20194 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 17, 20195 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...
May 3, 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 19, 20193 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...
Apr 5, 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 25, 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,...
Mar 8, 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 22, 20194 min read
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