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…

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…

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…

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…

Since we love a good celebrity story, this July we’re examining the lives of four celebrities and how they’re preparing for the inevitable (or didn’t!). In this second installment of our 4-part celebrity estate planning series, Vanilla Ice shares his estate planning experiences, advice, and lessons learned. Let’s just say he has… thoughts. Read more…

What is it about celebrities that always draws us in? Maybe it’s because we can relate to them in some way, or perhaps it’s the