Dear Kiwi and Mango,I am in the process of organizing my paperwork. I was thinking that I should put anything important that my children would need in one place, to make things easier if something should happen to me. Do you … [Read more...]
Print This PageTop 10 Things Your Children Want You to Leave Them and the Top 10 Things They Don’t Want
May 21, 2024 by
When considering what to leave your children or grandchildren, many of you hope to pass on love, wisdom, financial abundance, and maybe a few precious family heirlooms. However, despite your best intentions, while there are some … [Read more...]
Print This PageComparing Revocable Trusts to Irrevocable Trusts: What’s the Difference?
April 26, 2024 by
Q. My husband and I have decided to get our Estate Planning in order. We’ve determined that a trust is the way we should go when it comes to Estate Planning. The question is: should we consider a revocable living trust or an … [Read more...]
Print This PageDoes Estate Planning Include Financial Planning, and Should Your Estate Planning Attorney Also Be a Financial Planner?
April 19, 2024 by
When you go through the legal process of Estate Planning, this includes you deciding: (1) who you want to receive any real estate, savings/investments, tangible personal property, and other assets of yours after your death; (2) … [Read more...]
Print This PageGetting Remarried? What to Discuss and Plan Before Walking Down the Aisle
March 22, 2024 by
Q. I have been a widower for six years and recently found love again. I asked her to marry me and she accepted. This is new to me, as I had been with my late wife for forty years and then on my own again until recently. What are … [Read more...]
Print This PageDoes the Corporate Transparency Act Apply to Trusts?
January 12, 2024 by
Q. My wife and I recently acquired a rental property and are considering forming an LLC this year and exploring any other options, such as trusts. I heard that the Corporate Transparency Act went into effect on the first of the … [Read more...]
Print This PageCritter Corner: How to Successfully Approach the Topic of Estate Planning with Loved Ones
March 10, 2023 by
Dear Raider, I’ve decided to get my estate planning documents in order, but I want to talk to my family first. Estate planning isn’t an easy topic to broach. Do you have any suggestions for how I can bring it up and what we … [Read more...]
Print This PageCelebrity Estate Planning: Lessons Learned from Lisa Marie Presley and tWitch
February 14, 2023 by
Celebrities may be wealthy, but despite their money and popularity, they make mistakes too. One area where we’ve seen lots of costly mistakes is in estate planning, where certain actions (or lack of taking any action at all) can … [Read more...]
Print This PageNaomi Judd Left Daughters Out of Her Will — Validity of Document Is Now Being Questioned
August 23, 2022 by
Naomi Judd, who struggled with severe depression for years, died by suicide at age 76 on April 30, 2022. She is survived by her husband of 32 years, musician Larry Strickland, and her two daughters, duo partner/country singer … [Read more...]
Print This PageThe Nightmare of Probate: Prince’s Estate Took Six Years to Settle
August 16, 2022 by
In 2016, the legendary musician and actor Prince died of a fentanyl overdose. He left behind an incredible legacy, significant assets, many relatives, and, unfortunately, no will and no trust. It took six years and tens of … [Read more...]
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