Estate Planning
Why is Estate Planning So Important to Black Americans?
Black Americans are 50% less likely to have a living will in place, in comparison to other groups.
August 22, 2019
Blog Articles
Read More »
Asset Protection
How Did the Son of a Wealthy California Property Developer Get $15M, after Being Left out of His Dad’s Trust?
Almost three years after San Diego developer and philanthropist Conrad Prebys died, a court fight continues over control of his $1 billion estate.
August 9, 2019
Asset Protection
Do My Credit Card Debts End When I Do?
Some things don’t disappear even when you die, including credit card debt.
July 29, 2019
Asset Protection
What Are Some Smart Second Marriage Planning Tips?
One in five Americans has married at least twice. However, a sobering 60% of second marriages end in divorce, the Census Bureau found.
July 26, 2019
Asset Protection
How Can I Sell My Recently Departed Parent’s Home Without a Hassle?
Before Ashley Carlson’s father died of cancer in 2016, her only experience navigating the real estate world was finding a place to rent in San Francisco. As executor of his will, Carlson had to clean out and sell his home and a cabin in the mountains—both a couple of hours from where she lives.
July 25, 2019
Estate Planning
What Happens When Real Estate Is Inherited?
There are many questions that come with inheriting a piece of real estate. Do you want to live in it? Do you want to sell it? Do you have to split the property with another heir?
July 24, 2019
Asset Protection
Top Four Facts to Know about Estate Planning
Estate planning involves planning for how an individual’s assets will be preserved and managed.
July 11, 2019
Asset Protection
What Should I Look for in a Trustee?
Do not put off finalizing and signing your estate planning documents, just because you have reached an impasse on who to name as trustee.
July 9, 2019
Asset Protection
Does the Owner of the Cleveland Cavaliers Have an Estate Plan?
News that Detroit real estate billionaire and Cleveland Cavaliers owner Dan Gilbert suffered a stroke over the weekend, has raised interest in his succession plans for his many business interests.
June 27, 2019
Estate Planning
Are Inheritances Taxable?
There is nothing wrong with letting your inheritance sit, until you have explored all of your options and have a full understanding of how a windfall can affect your personal taxes.
June 25, 2019