The Anna Nicole Smith estate saga is more than just a celebrity courtroom drama; it's a cautionary tale with lessons for everyone, according to attorney John Levy.  18 Jun

Case Study: Anna Nicole Smith Estate Saga Offers Lessons for All

Valuing collectibles isn’t always straightforward. Discrepancies between perceived and actual value can trigger disagreements that delay probate and even lead to litigation. 18 Jun

The Legal Side of Collectibles & Memorabilia in Estate Disputes

Dueling Trustees Battle Over Jimmy Buffett’s $275 Million Estate 16 Jun

Dueling Trustees Battle Over Jimmy Buffett’s $275 Million Estate

Few things feel as delicate or as important as talking with a family member about long-term care. The team at CareOne is sharing tips to help you navigate the emotional conversations about long-term care options.  15 Jun

Long-Term Care: Navigating Emotional Conversations

What if you no longer want to include someone in your will? Whether you're navigating a second marriage, dealing with an estranged relative, or leaving your assets to charity, there are reasons to disinherit someone. 13 Jun

Six Reasons to Disinherit Someone and How to Do It Correctly

This guide was created by the ALA Office of Research & Evaluation, and funded by the FINRA Investor Education Foundation. New books added June 13th, 2025... 13 Jun

Financial Literacy in Public Libraries: Estate Planning Books

It’s worth noting that the generation-skipping tax rate is steep. The positive news is that you can leverage a generous exemption to transfer wealth to younger generations while minimizing taxes.  12 Jun

Strategies for Minimizing Generation-Skipping Transfer Taxes

Over two-thirds of small business owners plan to retire in the next two years. Without a solid succession plan in place, many of these small businesses, which have been integral to their communities for decades, will vanish. 12 Jun

Small Business Succession Planning: 2025 Statistics

The longstanding feud among the heirs of Sol Goldman’s vast New York real estate fortune has reignited. This is the latest chapter in a family conflict that dates back to the 1980s...  12 Jun

NYC Real Estate Dynasty Heirs Intensify Feud Over Property Empire

Just because your children are grown doesn’t mean the money conversations are over. In fact, some of the most important financial lessons and decisions happen in the later chapters of life—not just for you, but for your family. 11 Jun

How to Share Financial Values with Your Adult Children

Foreman established a distinctive personal legacy marked by a large blended family and a multimillion-dollar estate. His unique family dynamic highlights the importance of proper estate planning: crucial when managing multiple heirs, complex family relationships, and shared family names. 10 Jun

George Foreman’s Legacy: Lessons for Complex Blended Families

In estate planning, digital accounts such as PayPal, Venmo, and Apple Pay must be considered every bit as much as bank and retirement accounts. Digital accounts can be conveniently closed upon the account holder’s death, provided they plan ahead. 03 Jun

What Happens to Your Virtual Wallets if You Don’t Plan Ahead?