3 Simple Mistakes That Can Derail Your Estate Plan
10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2
10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1
A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures —Part 2
A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures —Part 1
Estate Planning Must-Haves For Single Parents
Estate Planning 101: Wills vs. Trusts
Legendary Rapper DMX Dies With No Will, Millions in Debt, and 15 Children—Part 2
Legendary Rapper DMX Dies With No Will, Millions in Debt, and 15 Children—Part 1
Don’t Forget To Protect Your Furry Family: Estate Planning For Your Pets
Estate Planning Mistakes
Alert: If This Language Is In Your Trust, Your Spouse Could Be Screwed Over When You Die … Check Your Plan Today!
If you created an estate plan that includes a living trust, you must review it to determine if it contains language that could create unnecessary cost, effort and stress for your surviving spouse. Back in the day, when the estate…
Why You Need to Update Your Estate Plan After These Life Events
Too many estate plans are created and then quickly forgotten, put on a shelf, and never looked at again. While we do recommend that you review and update your plan at least every three years, no matter what happens in…
The Four Tricky Cons of 2016
Electronic technology has brought about tremendous benefits for today’s society. We can access goods, services, and information, all at the touch of a button. The flip-side of that coin, however, is that this same technology has also spawned countless new…
Five Reasons To Never Give An Outright Inheritance To Your Children – and What to Do Instead!
If you’re like me, you want to leave an inheritance for your children. It’s likely part of what you are working so hard to do. But, far too often, the way we leave those inheritances actually does more harm than…
Recent Superstar Death Brings Estate Planning to the Forefront of Discussion
The untimely death of superstar Prince has brought a surprising issue to American living rooms: estate planning. If current reports are correct that Prince died without a will, state law and the Court system will dictate who controls and inherits…
Could This Happen to You or Your Loved One? Town Demolishes House While Owner Is in Hospital
Imagine this: your elderly uncle with no family near his home travels South to Florida for surgery and has to stay there unexpectedly for a number of months. While he is away, his home is demolished by the city, including…
Mark Zuckerberg Did Not Pledge 99% of His Facebook Stock to Charity — Here’s What He Did Instead + What He Could Do Even Better
When I heard that Mark Zuckerberg and his wife, Dr. Priscilla Chan, were donating 99 percent of their Facebook shares — currently worth more than $45 billion — to charity, I immediately assumed they had been the beneficiaries of smart family wealth planning advice…
How to Protect Family Heirlooms From a Family Feud
The passing of family heirlooms from one generation to another should be welcome tradition in most families, but unfortunately, this process can cause long-lasting family rifts if not done properly. There are many stories of families that have split over…
What to Do When a Spouse Suddenly Dies … Lessons from the Death of Sheryl Sandberg’s Husband, Dave Goldberg
The shock over the death of 47-year-old SurveyMonkey CEO Dave Goldberg, husband of Facebook COO Sheryl Sandberg and the father of two small children, continues to resonate for many reasons. First, he was so young, how could this happen? Second,…
What You Can Learn From the Estate Planning Mistakes of Others
There is much to be learned from the mistakes of others and the celebrity world abounds with cautionary tales when it comes to estate planning. Even with all the financial resources available to them, celebrities can neglect the basics when…
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