A Power of Attorney May Not Be What You Think
If you’ve ever thought about planning for your future or assisted someone with theirs, chances are you’ve come across the term “power of attorney.” But do you truly understand what it means and how it functions? Learn more…
Avoiding Family Conflicts Over Personal Belongings
Losing a loved one is devastating, but the emotional toll can deepen when family conflicts arise over their personal possessions. Disagreements over sentimental items can create rifts that leave scars, sometimes impossible to mend. Discover more…
Matthew Perry’s Estate Plan Demonstrates the Benefits of Trusts
When Matthew Perry, the cherished star of Friends, passed away last year, fans around the globe grieved the loss of a comedic legend. But as the details of his estate surfaced, a surprising question arose: why did he appear to have less wealth than anticipated? Find out more…
What Do Lasagna and Estate Planning Have in Common?
Many people believe that “estate planning” simply means creating a will or trust. However, this is a widespread misunderstanding. Estate planning goes beyond just having legal documents — it’s more like following a well-crafted lasagna recipe. Discover more…
3 Questions to Ask Yourself Before Using AI for Your Estate Plan
The appeal of Do-It-Yourself estate planning through AI can be tempting, especially when you believe your situation is simple and straightforward. But here’s the reality: estate planning isn’t just about generating a few documents—it’s almost always more complex than you realize. Read more…
Labor Day Reflections and Your Legacy
Labor Day is the perfect time to not only take a break but also to reflect on your personal labor—the effort you’ve invested in building your life. Your home, your family, your career—all of these came from your hard work! So, let’s take a moment to appreciate everything you’ve tirelessly worked for over the years. Read more…
How Beneficiary Designations Put Your Family at Risk
Many financial advisors, accountants, and even some lawyers might claim that you don’t need an estate plan—that simply naming beneficiaries on your accounts is sufficient. But what they’re not telling you are the hidden risks you could be taking with your family’s financial future. Read more…
Would You Make This Million Dollar Mistake?
Picture this: You’re in your twenties, and you casually designate your significant other as the beneficiary of your retirement account at work. Now, fast forward 28 years—you’re no longer together, you’ve lived a full life, and passed away. Guess who ends up with your now-million-dollar retirement fund? Your ex. Think it’s unlikely? It’s not. Read more…
Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers
In this final installment of our four-part celebrity series, we spotlight Elvis, the King of Rock. Although he passed away in 1977, we can still learn valuable lessons from his estate in 2024, especially on how to avoid falling prey to scammers. Read more…
Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter
In the third part of our four-part celebrity series, we delve into a topic many fear more than death itself: incapacity. Explore the critical lessons from Jay Leno and his family’s ordeal, and understand why it’s essential to be prepared for the unexpected. Read more…