Blog Posts in Estate Planning

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  • Does Your Estate Plan Protect Your Adult Beneficiaries?
    Does Your Estate Plan Protect Your Adult Beneficiaries?

    If you think you only need to create discretionary lifetime trusts for young, troubled, or financially inexperienced beneficiaries, then think again. In this day and age of frivolous lawsuits and high ...

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  • Military Family Estate Planning
    Military Family Estate Planning

    No matter the time of year, it is always a good opportunity for members of the military and their loved ones to consider setting up — or revising an existing — estate plan . Military families need to ...

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  • Can I Make Estate Plans Without My Spouse?
    Can I Make Estate Plans Without My Spouse?

    The average American family has changed a great deal over the last few decades. The assumptions that a couple will share finances, tax obligations, and their last name do not necessarily apply in the ...

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  • Luke Perry Protects His Family's Privacy Through His Trust & Estate Plan
    Luke Perry Protects His Family's Privacy Through His Trust & Estate Plan

    On March 4 th , 2019, the famous actor Luke Perry passed away due to a severe stroke suffered several days prior. The tragedy not only spread stroke awareness — strokes are not something that only ...

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  • 10 Lethal Mistakes in Estate Planning
    10 Lethal Mistakes in Estate Planning

    1) Lack of Healthcare and Disability Planning : The majority of deaths occur in hospitals or other institutions. Patients may be incapacitated to the point where they can no longer communicate their ...

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  • Estate Planning Cheat-sheet: A Guide to the Top 12 Must-Have Documents
    Estate Planning Cheat-sheet: A Guide to the Top 12 Must-Have Documents

    Whether you own a little or a lot, the last thing you want to do to your loved ones is leave a bureaucratic mess after you pass away or become incapacitated. Aside from mourning your passing or a ...

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