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
How Does a Trust Work?
There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.
January 31, 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 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
Should Each Child Get Equal Inheritance?
Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
January 9, 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
Can You Prevent Family Fights over Inheritance?
In early 2022, Bloomberg News reported that Americans can expect to inherit $72.6 trillion over the next quarter century—more than twice as much as a decade ago. With so much potential generational wealth on the line, there is always a risk that it will become the subject of a dispute.
December 5, 2022
Can I Avoid Password Problems for My Family in Estate Planning?
Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.
December 1, 2022
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