Blog
No Time Like the Present Pandemic to Get the Estate Plan Going
There’s nothing like a once-in-a-lifetime global pandemic to focus one’s thinking. 2020 has been one for the books....
What Kind of Estate Planning Do I Need During the Pandemic?
“The COVID-19 pandemic has made 2020 a nightmare for many people, and inadequate estate planning can exacerbate the...
Did Zappos Founder Tony Hsieh Have a Will?
“Advisors were likely powerless to push for an $800 million estate plan, as Zappos founder started to drift into...
What Should I Know about a Living Trust?
“A living trust is an estate planning legal document that contains your instructions and authorization for what you...
Should a Donor-Advised Fund Be Part of My Estate Planning?
“With the prospect of a Biden administration potentially raising tax rates and cutting estate tax exclusion amounts in...
The Need for Guardianship Designations
Estate planning can be a complex process, which is even more complicated when an individual still has minor children....
What are the Biggest Estate Planning Mistakes?
“Taking a few simple steps now can potentially help save your beneficiaries thousands in legal fees and taxes.” One of...
What Happens If You Fail to Submit a Change of Beneficiary Form?
“The financial institution is obligated to distribute the CD to the person or entities that otherwise would be...
What are the Top Cities For Retired Military?
“If you’re searching for the right place to live after the military, you’re not alone.” Roughly 250,000 service...
Advice If You are Named Executor of a Family Estate
“After a loved one passes, one of the biggest hurdles that families face, is passing wealth onto the next generation....
What Do You Do with a Big Inheritance?
“Let’s start with the numbers: 10 and 1,000,000,000,000. Over this decade, $1 trillion is expected to change hands...
Do I Really Need a Will?
“There’s much to plan for in life — college, your wedding, your first child, life insurance — and with more than...
The Impact of Divorce on Inheritance
Seeing your child marry is an incredibly happy day for many parents. And most parents accept their future son-in-law...
How Will a New NFL Policy Impact the Late Broncos Owner’s Estate Planning?
“In a massive turn of events, the Denver Broncos may finally get a resolution to the fiasco that is the team’s...
Accounting For Your Family’s Needs Upon Your Death
While nobody likes thinking about their mortality, the reality is that at some point, we all leave our loved ones...
Avoid Probate By Funding Your Trust Right
Many individuals go through the estate planning process and set up a revocable trust to avoid probate court. The...
Annual Review of Beneficiary Designations
One of the most significant estate planning mistakes individuals make is creating the estate plan and failing to...
What is Considered Community Property in California Inheritance Law?
California is a community property state. How will you know what is considered community property in California...
