119 Heirs Share $11 Million Unclaimed Property

January 23, 2023

It turns out it’s not just in the movies that you can get a huge inheritance from that uncle you never knew about.

Kirstie Alley’s Estate Planning

January 18, 2023

Kirstie Alley enjoyed the fruits of her labor following a successful career in the limelight, leaving behind a $40 million fortune and a massive real estate portfolio.

Kari Lake is a Heartbreak for Singer Tom Petty’s Estate

December 14, 2022

After the 2022 midterms, the estate of late songwriter Tom Petty tweeted a statement that condemned the use of Petty’s 1989 hit “I Won’t Back Down” in one failed gubernatorial campaign.

Timeshare Scams Coming and Going

November 30, 2022

The pain of going into a timeshare deal is matched by the costs, aggravation, and confusion of getting out. The desperate owners are often elderly and anxious to spare their families from the need to dispose of these toxic assets. Timeshare scams are long-term answers to vacation desires.

How to Protect Yourself from Online Fraud

September 19, 2022

Get a message offering help with a computer problem you didn’t think you had? It’s probably a scammer looking for your money and personal information.

Mistakes with Beneficiary Designations?

August 11, 2022

Here are five critical mistakes to avoid when dealing with your beneficiary designations.

Do I Need a Spendthrift Trust?

August 1, 2022

A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.

How Do I Store Estate Planning Documents?

July 6, 2022

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

How Is Amazon’s Alexa Helping Seniors?

June 29, 2022

Amazon is introducing two new features for its “Alexa Together” elder care subscription service.

Why Your Beneficiary Designation Matters?

June 22, 2022

When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’

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