Say a Little Prayer: Aretha Franklin Had No Will, and a Child With Special Needs

According to court documents, legendary singer Aretha Franklin did not have a will when she died, despite reportedly having a son with special needs. The lack of a will opens up the intensely private singer’s estate to public scrutiny and unnecessary costs, and means...

A Trust for Olivia, Riley, Samantha and Albert? Why Every Pet Parent Needs to Consider a Pet Trust Today

Estate planning is about protecting what’s important to you. Although much of the traditional estate planning conversation focus on surviving spouses, children, grandchildren, many pet parents wonder about what could happen to their “feathered children” after their...

Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent

The Tax Cut and Jobs Act (TCJA) is now officially law. Both the House and Senate passed the new tax reform bill in December with straight party-line votes and no support from Democrats. President Trump signed it into law right before Christmas. It is the first...

What To Do When a Loved One Passes Away

Whether your spouse has just passed away or you have lost your mom or dad, the emotional trauma of losing a loved one often comes with a bewildering array of financial and legal issues surrounding probate & trust administration demanding attention. It can be...

The Top 2 Ways the Court Gets Involved in Your Estate, and How to Avoid Probate

No one wants unnecessary court involvement in their life. But without careful and proactive estate planning, chances are that some aspect of your estate will end up being decided there. With proper planning, you can avoid probate and a living probate. Here are two of...

Make Reviewing Your Estate Plan One of Your New Year’s Resolutions

The beginning of a new year is a good time to take a look at your estate plan to make sure it is up to date. Less than half of people in the US actually have any estate planning documents in place and many of those people may have outdated documents. Documents that...

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