Sudden wealth is often seen as a dream come true. But the reality is far more complex— What losing $14 Million taught estate planning attorney, Paul Deloughery, about sudden wealth and inheritance... 14 Mar

$14 Million Lesson: The Hidden Dangers of Sudden Wealth

Divorce significantly impacts estate plans, potentially invalidating provisions naming a former spouse as a beneficiary or executor, so a review and update are crucial.  13 Mar

The Significant Impact of Divorce on Your Estate Plans

For a loved one struggling with an addiction, a direct inheritance could be dangerous. However, disinheriting an addicted adult child is NOT the only option. Thankfully, there is an alternative estate planning solution available. 12 Mar

Before You Disinherit a Loved One Struggling with Addiction…

The future is unknowable, but centering your plan on your values and communicating regularly with your fiduciary and your family will set your family on the path to success. 04 Mar

Resilient Estate Planning in The Face of Unexpected Life Events

Finding the right will making software for your family situation can streamline the process and allow you to have everything in order for your heirs. These sites can help you create an affordable will online... 20 Feb

How to Create an Affordable Will Online: United States

Michigan has its own unique set of rules when it comes to estate planning, and knowing these can help you safeguard your family’s future. 19 Feb

Easy Estate Planning Tips for Michigan Residents

Court rules against woman who sought to have $1.8-million inheritance placed in fully discretionary trust to avoid losing disability benefits... 12 Feb

B.C. Court Rules Against Woman Seeking to Impose Henson Trust

Don't Wait until it's Too Late: Communicate Your Plans with Your Family 10 Feb

Don’t Wait: Communicate Your Plans with Your Family

Family businesses are the backbone of many economies, providing financial stability and long-term wealth for generations. Estate planning ensures a smooth transition of ownership while protecting the business and the family’s financial legacy. 07 Feb

The Role of Estate Planning in Protecting Family Businesses

Canadian Estate Law: The Presumption of Resulting Trust 04 Feb

Canadian Estate Law: The Presumption of Resulting Trust

When a parent leaves an inheritance as a legacy for their children, the intent is always to secure their future. Statistics tell us that 1-in-3 heirs end up blowing all the money, rather than stewarding it well. 31 Jan

How One Woman Almost Lost a $4M Inheritance

‘Really weird vibes’: This man says his wife’s grandma left them part of a multi-million dollar inheritance — but her parents think they ‘got skipped’ and want in on it. 29 Jan

Family Drama & Weird Vibes: Grandma’s Inheritance Surprise