Incorporating tools and strategies into your estate plan to mitigate a beneficiary’s spendthrift habits is vital to protect both the beneficiary and your assets. 21 Mar

Estate Planning Strategies for Managing a Spendthrift Beneficiary

Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones. 11 Mar

Relying Solely on a Will? It Could Be a Costly Mistake!

Does the Court Have Jurisdiction to Terminate a Charitable Trust? The answer to the question is Yes. But the jurisdiction must be exercised sparingly and not indiscriminately. 14 Feb

Does the Court Have Jurisdiction to Terminate a Charitable Trust?

Our pets are more than animals for many of us. They are beloved family members, providing companionship, joy, and comfort. How can you include your pets in your estate plan? What are your options? 08 Dec

Your Estate Plan: Trusts & Care Provisions for Your Pets

Abusive Guardianships: Prevention & Taking Action 19 Sep

Abusive Guardianships: Prevention & Taking Action

No matter how little or how many assets you have, every person should go through the estate planning process. At a minimum, you should review and reassess your estate planning documents whenever these eight events occur... 18 Sep

Eight Big Events: When You Should Review Your Estate Plan

18 Sep

Estate Planning Strategies: 7 Common Uses for Trusts

Probate Nightmares: The Dangers of Properties Taken Out of Trust | Property Pitfalls | Real Estate | Estates Gone Wrong 30 May

Probate Nightmares: The Dangers of Properties Taken Out of Trust

Different Roles & Responsibilities: Trustee vs. Guardian vs. Executor 27 Apr

Roles & Responsibilities: Trustee vs. Guardian vs. Executor

Estate Planning: 6 Big Mistakes You Might Be Making | Curated Content | Common Mistakes | Estates Gone Wrong 23 Feb

Estate Planning: 6 Big Mistakes You Might Be Making

Whether you collect vintage, antique, or classic cars— it is crucial to have asset protection and estate planning in place to keep these treasured and iconic assets protected and in the family. 14 Feb

Estate Planning: Should You Keep Your Classic Cars in a Trust?

It’s hard to know how much of Barbara Hutton’s tragic life was caused by her early inheritance. But her story still can be useful to help spare children and grandchildren the irreversible damage caused by too much money at too early an age. 14 Feb

The Woolworth Misfortune: How Not To Provide For Heirs