Blog
How to Plan for a ‘Black Sheep’ Kid in Will
“There are several myths about how estates must be distributed that can lead to lots of worry about what will happen...
Will I Get A Bill as My Inheritance?
“Debts, just like assets, are considered part of a person’s estate. When that person passes away, their estate is...
Who Makes Money from Charlie and the Chocolate Factory?
“Roald Dahl has written dozens of childhood classics, from the newly remade The Witches to The BFG and Charlie and the...
What Happens If Trust Not Funded
“Revocable trusts are a very popular and effective estate-planning tool. However, the trust will be ineffective, if...
What are Options for Powers of Attorney?
“Powers of attorney come in different forms, each suited for a specific purpose. They serve as useful tools in any...
Is the Pandemic Motivating People to Do Estate Planning?
“Lack of understanding around estate planning may be leading Americans to avoid getting a will, even as interest is on...
What Do I Need to Know About Creating a Will?
Creating a will is one of the most basic elements of estate planning. There are different types of wills you can...
Did Robert Redford Have a Business Exit Plan?
“Robert Redford officially bought what was once the Timp Haven Resort (now known as the Sundance Mountain Resort) in...
How to Take Your Estates Inventory
No matter your estate’s value, you will want to include all of your assets in your estate plan. The process of estate...
Should I Consider a ‘Life Settlement’?
“A growing number of seniors are facing challenges to achieving financial security in retirement. From rising...
Does My Business Need a Power of Attorney?
“As a business person you may have seen the term "durable power of attorney" in several situations. Power of attorney...
Is a Tax Change a Good Time to Check My Will?
A last will and testament can make certain that your goals for legacy and asset disposition are satisfied and carried...
How Does the Court Choose an Executor if a Will Isn’t Available?
“An essential part of estate planning is selecting someone to represent you after your death in the management of your...
No Time Like the Present Pandemic to Get the Estate Plan Going
There’s nothing like a once-in-a-lifetime global pandemic to focus one’s thinking. 2020 has been one for the books....
What Kind of Estate Planning Do I Need During the Pandemic?
“The COVID-19 pandemic has made 2020 a nightmare for many people, and inadequate estate planning can exacerbate the...
Did Zappos Founder Tony Hsieh Have a Will?
“Advisors were likely powerless to push for an $800 million estate plan, as Zappos founder started to drift into...
What Should I Know about a Living Trust?
“A living trust is an estate planning legal document that contains your instructions and authorization for what you...
Should a Donor-Advised Fund Be Part of My Estate Planning?
“With the prospect of a Biden administration potentially raising tax rates and cutting estate tax exclusion amounts in...