Why “Just a Will” Is Never Enough
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they...
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- May 8
- 5 min
Leaving Your Pet in Your Will Won’t Protect Them - Do This Instead
Leaving Your Pet in Your Will Won’t Protect Them - Do This Instead If you’re a pet owner, you know the special bond that exists between...
- Apr 18
- 6 min
3 Simple Mistakes That Can Derail Your Estate Plan
If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how...
- Apr 11
- 6 min
Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs
I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me, an estate planning...
- Mar 27
- 3 min
Why Every Business Owner Should Consider A Trust
Trusts are often underused or misused tools for business owners, as they can provide a range of tax, asset protection, and succession...
- Mar 23
- 3 min
Why Everyone Needs to Keep Their Estate Plan Updated
As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents,...
- Mar 6
- 3 min
Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits
As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumstances require. If your child...
- Feb 27
- 4 min
Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance
If you have a current estate plan, I'll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a...
- Feb 13
- 5 min
Will Your Estate Plan Work When Your Family Needs It?
Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop...
- Jan 30
- 6 min
Creditors And Your Estate Plan
In some cases, you could inadvertently leave a reality in which your surviving heirs—your kids, parents, or others—are responsible for...
- Nov 29, 2022
- 6 min
How To Manage Your Digital Accounts After Your Death—Part 3
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
- Nov 22, 2022
- 5 min
HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH PART—2
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
- Nov 14, 2022
- 4 min
HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH — PART 1
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
- Nov 1, 2022
- 5 min
TRUSTS & TAXES: WHAT YOU NEED TO KNOW
People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up,...
- Oct 24, 2022
- 5 min
HOW AN ESTATE PLAN CAN PROTECT YOUR BUSINESS & FAMILY
You’ve most likely dedicated significant time and energy to creating a vision for your business, executing that vision, and even writing...
- Oct 10, 2022
- 5 min
5 SMART WAYS TO PAY FOR YOUR FUNERAL THAT WON’T LEAVE YOUR FAMILY TO FOOT THE BILL
With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least your estate plan...
- Oct 3, 2022
- 5 min
ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 2
Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and...
- Sep 26, 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 19, 2022
- 6 min
What Your Last Will & Testament Will (And Will Not) Do—Part 2
If you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process....
- Sep 13, 2022
- 5 min
What Your Last Will & Testament Will (And Will Not) Do—Part 1
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...
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