With the right strategy in place, you can celebrate your role as a grandparent by creating an enduring, tax-efficient legacy. Learm more about the Generation-Skipping Transfer (GST) tax and how to protect your family’s legacy. 10 Sep

Legacy Planning: The Generation-Skipping Transfer (GST) Tax

A years-long succession battle within Rupert Murdoch's conservative media empire has drawn to a close, with his son Lachlan set to control the news group. The deal ends all litigation over the family's trust. 09 Sep

Deal Reached in Long Succession Battle Over Murdoch Media Empire

Recognizing these scams enables you to more effectively safeguard your interests during probate. If you feel any fraud is being committed, here's what you need to know... 06 Sep

Common Probate Scams: Recognizing Fraudulent Activities

You only have so many hours in the day, days in a week, or patience in being pulled in different directions. Being proactive may seem like extra work now, but it will pay dividends— plan ahead, and the journey will be much smoother. 05 Sep

Balancing End-of-Life Planning for Your Aging Parents and for Yourself

Moving to a new state is a significant life event that requires reviewing and likely updating your estate plan, as state laws and tax implications can differ. 04 Sep

Moving to a New State? Review & Update Your Estate Plan!

Incapacity can happen suddenly and without warning, but the good news is that it’s entirely possible to plan ahead. By putting the right legal protections in place, you’re not only preserving your dignity and autonomy—you’re also giving your loved ones the gift of clarity and guidance during uncertain times. 04 Sep

Planning Ahead for Incapacity and Medical Emergencies

02 Sep

Siblings Inheritance Laws: Intestacy Rules and Property Rights

Planning ahead to lower the value of what you leave behind, so "less is taxed"— Estate tax can be reduced using a variety of legitimate estate planning techniques... 29 Aug

Planning Techniques: 10 Common Ways To Reduce Estate Taxes

This summer, the Montana Supreme Court had to weigh in on a modern question: can a selfie video serve as a person’s last Will? The short answer was no. Stories like the Montana case can be useful teaching tools. They help illustrate that intent is only half the battle—validity is the other.  28 Aug

Selfie Video Last Will and Testament? Still a Step Too Far!

If you’re building wealth for future generations, open communication and clear planning are just as important as investment strategies. These stories offer practical lessons for anyone hoping to pass on wealth— or simply keep their family together... 27 Aug

Wealthy Families That Lost Everything Over Generational Feuds

Exploring the legal, contractual, and federal challenges of AI-driven celebrity likeness—from state statutes to the proposed “No Fakes Act.” 27 Aug

Postmortem Publicity Rights: Digital Use of Celebrity Likeness

A critical part of advance care planning is choosing someone who will represent you in case you can’t represent yourself. This article provides an introduction to healthcare proxies, the process of selecting one, and resources for getting started. 25 Aug

Choosing a Healthcare Proxy: Who Will Speak for You?