When Should You Share Your Estate Plan?

February 22, 2024

At some point, you’ll want to share your estate plans with your loved ones—and the first step in this process may be to hold a family meeting.

Your Estate Planning Checklist for 2024

December 28, 2023

Early in 2024, you should communicate with your advisers and review several items about your 2023 planning, if that planning is to have any likelihood of succeeding.

What Happens When Your Last Parent Passes?

October 25, 2023

However, settling the second spouse’s affairs was more complex, even with advance planning. Everything from wills to banking to tax returns became more complicated.

How to Pass on Family Heirlooms with Fewer Estate Battles

August 28, 2023

There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.

Naming a Minor as Beneficiary?

July 11, 2023

You should not name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.

Battle Over Lisa Marie Presley Estate

March 14, 2023

A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.

Four Estate Planning Myths To Debunk

February 21, 2023

While thinking about legacy planning can be unpleasant because it involves discussions about incapacity or mortality, it’s an important aspect of good financial planning that shouldn’t be ignored.

Can You Prevent a Will Contest?

December 8, 2022

From contentious relatives to scam artists, wills are not immune to the threat of a contest. If you have an inkling such a fight could be in your estate’s future, here are some ways to limit the risk.

Why Name a Guardian?

November 17, 2022

Few will argue that the most important time to have a will is when you are parents of young children.

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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