Understanding how accounts are titled and who has access to them isn't just about convenience—it's about ensuring your assets transfer smoothly to your loved ones while protecting them from potential risks. But how should you go about this?…

When legendary singer Tony Bennett passed away in July 2023, he left behind a musical legacy spanning over seven decades and, unfortunately, a family dispute now playing out in court…

While passing down family recipes and gathering around the Thanksgiving table are cherished traditions, these moments also present a perfect opportunity to discuss, preserve, and protect your family's broader legacy. Here’s how…

Being named as an executor might seem like an honor, but many people don't realize the enormous responsibility and potential headaches that come with the role. Learn what's really involved in administering someone's estate and how proper planning can save your loved ones from unnecessary stress and conflict...

As we approach Veteran’s Day, we pause to honor the brave men and women who have served our nation with unwavering dedication. Your military service demonstrated a profound commitment to protecting America's future – and now it's time to protect your family's future…

Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of 75. While her acting legacy continues to captivate fans, her passing reveals some important lessons about estate planning that everyone can learn from…

October 21-27 is National Estate Planning Awareness Week, which means it's time to shed light on this often misunderstood and frequently avoided topic…

In today's world, where natural disasters and unforeseen events can disrupt our lives at a moment's notice, preparedness is no longer a luxury but a necessity…

In an aging society, you might find yourself facing difficult end-of-life decisions for your loved ones sooner than you expect. When you do, you’ll realize that the journey is rarely straightforward…

If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney." But do you really know what it is and how it works?...

The passing of a loved one is heartbreaking, but the aftermath can become even more painful if disagreements over their personal belongings tear your family apart. These disputes, especially when centered around meaningful objects, can leave lasting wounds that may never fully heal…

When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as details of his estate began to emerge, a curious puzzle presented itself: why did he seem to have less money than you’d expect?…

Most people think “estate planning” is the same as drafting a will or trust. This is a common misconception. Estate planning isn’t about certain documents but more like a good lasagna recipe…

The allure of do-it-yourself estate planning through AI is strong, especially when you think your situation is simple and straightforward. But here’s the truth: estate planning isn't just about creating a set of documents, and it’s almost always more complicated than you think…

Labor Day also provides an opportunity to think about your personal labor, or the work you’ve put into building your life. Your home, your family, your career – these all came about from hard work! Let’s reflect on everything you’ve worked hard for throughout your life…

Many financial advisors, accountants, and even other lawyers will tell you that you don’t need an estate plan and that naming beneficiaries on your accounts is enough. But they’re not telling you about the risks you may unknowingly take with your family's financial future…

Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. It’s called “unclaimed property,” which is money that’s yours but has been handed over to the government without your knowledge. It happens more often than you may think…

Imagine this: You're in your twenties and you fill out a form at work, naming your significant other as the beneficiary of your retirement account. Fast forward 28 years - you've long since broken up, lived a full life, and died, and your ex gets your now-million-dollar nest egg. Sound far-fetched? It's not…

In this last installment of our four-part celebrity series, we spotlight Elvis, the King of Rock. Although he passed away in 1977, we can learn valuable lessons from his estate, even in 2024, like how to avoid falling prey to scammers…

In this third installment of our four-part celebrity series, we discuss a topic that no one wants to think about as it may seem to be a fate worse than death: incapacity. Find out what Jay Leno and his family can teach us about the need to be prepared, no matter what happens…