Blog Articles
How Beneficiary Designations Put Your Family at Risk
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. Read more…
Would $23,000 Make a Difference to You?
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. And it happens more often than you may think. Read more…
Would You Make This Million Dollar Mistake?
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. Read more…
Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers
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. Read more…
Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter
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. Read more…
Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts
Since we love a good celebrity story, this July we’re looking at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). In this second article of our 4-part celebrity estate planning series, Vanilla Ice chimes in with his estate planning experience, advice, and lessons learned. Let’s just say he has…thoughts. Read more…