» Estate Planning

In estate planning circles, the word probate often carries a negative connotation. Indeed, for many people—especially those with valuable accounts and property—financial planners and others recommend trying to keep accounts and property out of pr… Read More

When planning your next great travel adventure, you may decide that you can do it yourself. You know what you and your travel companions want to see and do, how much you are willing to pay, and the most convenient times to travel. While making travel… Read More

When you form a trust as part of your estate plan, one of the most important decisions you will make is who will oversee the trust’s management when you are no longer able to manage it (also known as your successor trustee). Because a trustee’s w… Read More

The news of Lisa Marie Presley’s death is fresh. Although many are already speculating, we don’t know exactly what her estate looks like. But it calls up another recent loss to the music world and that celebrity estate plan: Jerry Lee Lew… Read More

Life is full of contingencies. While some outcomes are relatively certain, other events are more difficult to predict. This uncertainty can create estate planning challenges. Because life changes quickly and sometimes unexpectedly, your estate plan n… Read More

Although we would all like to believe that our family and loved ones will honor our wishes as expressed in our estate plan, contests are more common than you might think. Sometimes, a family member does not receive what they thought they would after… Read More

Getting ready to embark on your next great adventure and vacation? Before you zip up the last suitcase, here are five issues involving your estate plan that you need to address to protect yourself and your loved ones. 1. Do you have a foundational es… Read More

One would assume that celebrities with extreme wealth 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, while others have made estate planning… Read More