What Can We Learn from the Presley’s Estate Fight?
Priscilla Presley’s fight to remain trustee of Lisa Marie Presley’s trust can teach anyone a few lessons on proper estate planning.
May 5, 2023
Blog Articles
What You Need to Know About Estate Taxes
Knowing the tax rules can help you pass on more of your money to your loved ones while minimizing taxes.
May 4, 2023
Protecting Inheritances in a Blended Family
As divorce and second marriages become increasingly common, more people find themselves raising children who are not biologically their own. Estate planning for blended families should address this unique situation.
April 27, 2023
Transfer on Death Isn’t Always a Smart Estate Planning Strategy
A primary benefit of using TOD/POD designations is that assets held in the account will pass automatically to the beneficiary without having to go through probate.
April 25, 2023
Beneficiary Mistakes to Avoid
Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.
January 27, 2023
Is Estate Planning and Writing Will the Same Thing?
Many people think that estate planning and writing a will are the same. However, one is actually just part of the other.
January 26, 2023
What Does a Last Will and Testament Do?
A last will and testament is essential for every adult. It establishes one’s wishes for distributing their property, whether real or personal, after death.
January 12, 2023
What Did Kirstie Alley Do for Estate Planning?
Kirstie Alley enjoyed the fruits of her labor following a successful career in the limelight, leaving behind a $40 million fortune and massive real estate portfolio.
January 11, 2023
Ask Mom if She has a Will
My mother told me many times over the years that she had a will, and I believed her. When she passed away, we discovered that her will was 40 years old—and completely useless.
December 9, 2022
Exactly Why Do I Need a Will?
If you die without a will, you die ‘intestate’ and your assets will be distributed according to your state’s law. That could result in a distribution you didn’t intend.
December 6, 2022
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