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Estate Planning & Asset Protection, Trusts, Wills

October 29, 2019

Wills vs. Trusts: A Quick & Simple Reference Guide

Confused about the differences between wills and trusts?  If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do – That Wills Can’t Avoid a conservatorship and guardianship. A revocable living trust […]

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Estate Planning & Asset Protection, Wills

February 6, 2019

Protecting Your Children’s Inheritance When You are Divorced

Consider this story. Beth’s divorce from her husband was recently finalized. Her most valuable assets are her retirement plan at work and her life insurance policy. She updated the beneficiary designations on both to be her two minor children. She did not want her ex-husband to receive the money. Beth passes away one year after […]

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Estate Planning & Asset Protection, Wills

February 5, 2019

3 Things You Must Do Once Your Divorce Is Final

The divorce process can be long and expensive.  However, the work does not end once the divorce decree is signed. In order to ensure that your assets and estate planning wishes are carried out in light of this major life change, there are three things you must do as soon as possible. Change Beneficiary Designation […]

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Estate Planning & Asset Protection, Wills

February 5, 2019

What These 4 Famous Estate Planning Debacles Can Tell You About Proper Planning

Are you failing your family the way these 4 celebrities failed theirs? These four celebrity estate planning fiascos offer lessons about how to handle your own planning and legacies. 1. Pablo Picasso – The great Dada artist died in 1973 at 91 without a will, a status referred to as “intestate.” Of course, Picasso isn’t […]

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Estate Planning & Asset Protection, Trusts, Wills

January 18, 2019

3 Celebrity Probate Disasters and Tragic Lessons

With extreme wealth accumulated, one would assume that celebrities would take steps to protect their estates. But think again: Some of the world’s richest and most famous people enter the pearly gates with no estate plan in place, while others have made estate planning mistakes that tied their fortunes and heirs up for years in […]

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Estate Planning & Asset Protection, Wills

December 19, 2018

Do you really need a will?

You May Not Think You Need a Will, But You Really Do Most Americans do not have a simple will as part of their estate plan. You might believe that a will is only for the rich and famous, and not the average person who has a far smaller net worth. On the other hand, […]

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