Leaving a legacy gift is a meaningful way to support causes you care about while also enjoying potential tax benefits. Choose the method that best aligns with your estate planning objectives. Here’s a guide to help you explore your options... 01 Nov

Planned Giving in Your Will: A Guide to Charitable Legacy Gifts

Although television and movies are entertaining with their conflicts and cliffhangers, your estate plan should not be as entertaining. 28 Oct

Probate & Trust Administration: Dramatic Misconceptions

Preserving your legacy and passing on generational wealth is a cornerstone of financial and estate planning. But it doesn’t always pan out. There is much to learn from ultra-rich families who lose everything after passing on their wealth... 26 Oct

Lost Legacies: Wealth Squandered By the Heirs of the Ultra-Rich

For family-owned businesses, succession planning is especially important, as the business often represents both a significant financial asset and a key part of the family’s identity and legacy. 17 Oct

Essential Estate Planning for Family-Owned Businesses

In a typical estate plan, each spouse leaves their assets to the other. When the second spouse passes away, assets are distributed to their children. But what happens to your estate plan if you remarry? And what if you have children from a prior marriage? 10 Oct

Remarriage: a New Family Calls for a New Estate Plan

04 Oct

Furry Heirs: The Rising Trend of Pet Trusts & Bequests

Effective communication with your family and loved ones is vital... The consequences of ambiguity or misalignment between intent and execution can be significant, potentially leading to legal battles that deplete trust resources and damage family relationships. 30 Sep

Estate Planning Case Proves Communication is Vital

"Estates gone wrong" refers to the failure of an estate plan, often resulting in significant financial, legal, and family conflicts. Discuss your estate plan with your family and beneficiaries to ensure they understand your wishes and to minimize conflict.  30 Sep

Common Mistakes Leading to “Estates Gone Wrong”

My mom, 65, inherited $450K when my dad died — but now she’s hooked on slots and burning through the cash. How can I protect our family’s assets before it’s too late? 27 Sep

My Mom Inherited $450k: Now She’s ‘Hooked on Slots’

Family in Legal Battle with Housekeeper over Richard Simmons' Estate 26 Sep

Richard Simmons’ Estate: Family in Legal Battle with Housekeeper

Choosing the right estate planning attorney is vital for ensuring that your wishes are honored and your assets are properly managed. By following these tips, you can ensure a smoother transition of assets and provide peace of mind for yourself and your loved ones. 25 Sep

How Do I Choose The Right Estate Planning Attorney?

Murdoch Family Legal Battle Highlights a Harsh Reality: No Trust is Airtight | Family Disputes | Celebrity Estates | Estates Gone Wrong 23 Sep

Murdoch Family Legal Battle: “No Trust is Airtight!”