December 2, 2024

Common Estate Planning Questions Part 1 of 2 – On How to Handle Your Assets

When it comes to estate planning, we get many questions […]
November 25, 2024

Lessons from Tony Bennett’s Estate Battle

When legendary singer Tony Bennett passed away in July 2023, […]
November 18, 2024

Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning

As Thanksgiving approaches, many families are busy planning menus, coordinating […]
January 20, 2023

Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?

You’ve probably heard you need a trust to keep your […]
June 12, 2019

Got a ‘Blended Family’? Learn From Tom Petty’s Mistakes: His Daughters and Widow Are Now Locked In Bitter Battle Over His Estate

Last month, Tom Petty’s daughters escalated the battle over their […]
May 15, 2019

4 Critical Estate Planning Tasks to Complete Before Going on Vacation

Going on vacation entails lots of planning: packing luggage, buying […]