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Estate Planning Blog

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Four Celebrity Probate Disasters and Tragic Lessons

Like some of us, wealthy and famous people are often unprepared for the future. In reality, some of today's most wealthy individuals enter heaven with no will or estate plan. In contrast, others have had to deal with costly mistakes in their estates, tied up all assets, including heirs' fortune-in court proceedings for years. Let's […]
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Estate planning terms

Estate Planning is Not Just About The Will or Trust --But Life Planning Too.

Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a good question.
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Can Unequal Inheritances Be Fair?

The important thing to acknowledge is that the emotions behind the reasons are not trivial, but are important and should not be dismissed or minimized.
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estate probate

How Can I Minimize My Probate Estate?

Estate planning is not just for the wealthy. Anyone with a bank account, house, car or other personal property should have a will.
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Protecting Childrens Inheritance

How to Keep Your Child's Inheritance Out of Your In-Law's Hands About 40 to 50 percent of all marriages in the United States end in divorce. Regardless of how you feel about your child's spouse, it would be best if you faced the possibility that they could become your child's ex-spouse. Should that day come, […]
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estate planning checklist

Back to School end of Summer Estate Plan to do list:

As summer comes to its sweet end and we reflect on the barbeques, baseball games, and the beach, it is also an excellent time to consider some our outstanding estate planning issues that may have been left unintended and remain on our mind.  Below is our estate plan to do list: Have your estate planning […]
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Important Points - Estate Planning

Think Your Estate Plan is Complete? Make Sure You’re Not Missing These Important Planning Points. You may have executed your last will, trusts, powers of attorney, health care directives, and funeral plans and feel a sense of accomplishment, and you should. However, estate planning is an evolving process, and it’s a good idea for an […]
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special needs trust

ABLE Account vs Special Needs Trust: Which Is Right For Me?

As government programs do not cover all expenditures related to these categories, ABLE accounts can be used to pay for shortfalls.
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guitar player

Who Inherited from the Estate of ‘the Man in Black’?

Famed country singer Johnny Cash had five children — but he only left his inheritance to one of them for a surprising reason.
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