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I often post about the importance of having a legal guardian appointed for your minor children. This article from AARP, written by Patricia Amend and Andy Markowitz and published on 10/29/24, is also directed to parents of young children. Please read for information...

Sometimes relationships with loved ones dissolve and sadly transition to animosity or worse. It happens. This isn't about how to fix that, but some thoughts on your will (you do have one, right?) if you are in this situation. Be it a spouse, a sibling, adult child, or...

The following article was originally published in Kiplinger back in early 2023. Written by Julia Pham, the information is still relevant. If you anticipate coming into an inheritance soon, you might want to take a look.   "Heirs receiving an inheritance can...

I originally shared this content back in late 2023. Sadly, it looks like things haven't improved much.   If you don't have a living will, please take a moment to read the following to understand why you should. It's easy to get one, and it is a genuine act of...

When was the last time you thought about your estate plan, let alone reviewed it? Probably a while if you are like most individuals. It might be worth your time to read the following article I found online at Motley Fool. Written by Leo Sun, it was published 3/24/26....

You can set up what is called a Bypass Trust (also sometimes referred to as an A/B Trust). It has many uses, one being the protection of wealth from estate taxes. But in this case, it can be used to ensure your assets do not go to your stepchildren. Here are the...

I shared this information about four years ago, but it is still good advice. So, if you have recently divorced or are in the process, read on. This is important. Estate planning immediately after a divorce should not be overlooked. This article, published 2/3/22 by JD...

Sometimes I think people postpone getting their life in order because they believe they have plenty of years left. Lots of time to get around to making a will. And for most, they are probably right. There is plenty of time. But for some, that may not be true....

Jimmy Buffett died three years ago and had his “ducks in a row” – or so he thought. Sadly, things have not gone as he anticipated or wanted. What a great example of having an estate plan, but having things literally not go to plan. This is why you need an experienced...