Blog
Notes on planning for the people you love
Wills, trusts, guardians, long-term care, and the questions families ask most.
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 legacy will be…
THE ESTATE TAX: WHAT IT IS & WHO PAYS IT
People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, here we’re…
2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP-TO-DATE?
This year, October is ***Estate Planning Awareness***, and one of our primary goals is to educate you on the vital importance of not only preparing…
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 Atlas Heche…
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 it burst into…
What Your Last Will & Testament Will (And Will Not) Do—Part 2
September is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first…
What Your Last Will & Testament Will (And Will Not) Do—Part 1
September is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first…
3 Critical Considerations For How To Save For Your Child (or Grandchild’s) College Education—Part 2
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings…
3 Critical Considerations For How To Save For Your Child (or Grandchild’s) College Education—Part 1
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings…
How Estate Planning Can Reduce The High Cost Of Dying—Part 2
Even though it happens to every single one of us and is every bit as natural as birth, very few among us are properly prepared for death—whether our…
How Estate Planning Can Reduce The High Cost Of Dying—Part 1
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for…
3 Reasons Why Single Folks With No Children Need An Estate Plan
These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of jobs, crushing…