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What Independence Day Teaches Us About Estate Planning

What Independence Day Teaches Us About Estate Planning

The 4th of July reminds people of the flag, freedom, and fireworks! As our nation’s birthday approaches, we should reflect upon what freedom means to us. Creating an Estate Plan provides a level of individual freedom – a peace of mind regarding your family’s well-being and the legacy that you leave for them once you are gone.

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How to Prevent Family Disputes After Death

Disputes

When people think of death, they often associate it with tragic events—an unexpected illness, a car accident, or a natural disaster. But not all deaths are sudden or dramatic. The end of life is often peaceful and even brings families together. However, without proper estate planning, the real tragedy may come after a loved one … Read more

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The Big Lesson from Tony Bennett’s Embattled Estate and Troubled Trust

The Juice And An Executors Duties

When one child occupies a position of trust with a parent to the exclusion of other siblings, that causes friction. Extending that position of power after death exacerbates that friction and may cause irreparable harm. It seems that happened upon the death of beloved singer, Tony Bennett. His daughters have sued their brother on two different occasions leveling some unflattering allegations.

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5 Estate Planning Mistakes That Could Cost Your Family — And How to Avoid Them

Mistakes

When protecting your legacy, even a small oversight in your estate plan can have significant consequences. From outdated beneficiary designations to missed tax-saving opportunities, common estate planning mistakes can create confusion, trigger unnecessary taxes, or even lead to family disputes. Here are 5 Estate Planning Mistakes That Could Cost Your Family. 1. Overlooking Non-Probate Assets … Read more

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Your Child Just Turned 18- Now What?

Turning

Turning 18 is a major milestone for both your child and you. While it may feel like just yesterday you were teaching them to ride a bike or cheering them on at little league, your child is now legally an adult. That means the rules have changed especially when it comes to your ability to help them … Read more

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A Hole in Hackman’s Plan

The Juice And An Executors Duties

Eugene Allen Hackman enjoyed a prolific acting career that spanned several decades. In a bizarre sequence of events, seemingly ripped from a movie script, his death raised questions and exposed some flaws in both his end-of-life planning and his Estate Plan. Gene’s final act didn’t result in a happy ending, but rather a tragic tale full of warnings to those who care to listen.

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What Is an Ethical Will?

Estate Plan

You’ve likely thought about who should receive your house, your investments, and your cars. But what about your stories, values, and personal messages? Those intangibles carry deep emotional weight, and they have the power to shape your legacy just as much as any physical asset. That’s where a lesser-known but impactful planning tool comes into … Read more

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