Blog
Notes on planning for the people you love
Wills, trusts, guardians, long-term care, and the questions families ask most.
Preventing Family Feuds Over Your Personal Belongings
The passing of a loved one is a heartbreaking event, filled with grief and sorrow. But the aftermath can become even more painful if disagreements…
Matthew Perry's Estate Plan Demonstrates the Benefits of Trusts
When Matthew Perry, the beloved star of *Friends*, passed away last year, the world mourned the loss of a comedic icon. However, as details of his…
What Do Lasagna and Estate Planning Have in Common?
Have you ever heard horror stories about families fighting over Grandma's jewelry or getting stuck in a never-ending legal battle after someone…
3 Questions to Ask Yourself Before Creating Your Estate Plan With AI
Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful, especially when the…
Labor Day Reflections and Your Legacy
Labor Day, observed in the United States on the first Monday in September, is not only the unofficial end of summer but also a celebration of the…
How Beneficiary Designations Put Your Family at Risk
You've worked hard to build your assets and secure your family's future. Like many responsible adults, you've named beneficiaries on your retirement…
Would $23,000 Make a Difference to You?
Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. This frustrating scenario became a reality for a…
Would You Make This Million Dollar Mistake?
Imagine this: You're in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as the…
Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers
For the last few weeks, we’ve discussed celebrities and how they planned for their deaths. We started with the King of Pop, Michael Jackson, so…
Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter
For the last two weeks, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of our four-part…
Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts
This week, we’re continuing to look at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). Last week, we examined…
Celebrity Estate Plans Series Part 1 of 4: Michael Jackson
What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. Maybe it’s because we…