When it comes to planning for your family’s future, the options can feel overwhelming. Should you get a will? Create a trust? What happens if you do nothing at all? These aren’t just academic questions – your choices today will impact your loved ones tomorrow. In this second installment of a two-part Q & A […]

When it comes to estate planning, we get many questions about many topics. One of the most common questions we hear concerns account ownership and asset management. Understanding how accounts are titled and who has access to them isn’t just about convenience—it’s about ensuring your assets transfer smoothly to your loved ones while protecting them […]

When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a family divide threatening to tarnish his legacy. His daughters Antonia and Johanna Bennett are now suing their brother, Danny, who serves as trustee of their father’s estate, alleging a lack of transparency and potential […]

As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the turkey, stuffing, and pumpkin pie are important (and delicious) traditions, this cherished holiday offers something even more valuable—a perfect opportunity to think about, discuss, and preserve your family’s legacy. In this article, you’ll discover practical ways […]

When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs. However, what many people don’t realize is that being an executor can turn into a demanding part-time (or full-time) job that lasts months or even years, often during a time […]

October 21-27 is National Estate Planning Awareness Week, which means it’s time to shed light on this often misunderstood and frequently avoided topic. You might think estate planning is only for the wealthy or too complicated and expensive. These are just a few myths surrounding estate planning that we hear often. In reality, estate planning […]

In today’s world, where natural disasters and unforeseen events can disrupt our lives at a moment’s notice, preparedness is no longer a luxury. It’s a necessity. To make sure you and your loved ones are prepared for any emergency situation, we’ve created this comprehensive guide to provide a strong foundation for your financial security and […]

The passing of a loved one is a heartbreaking event, filled with grief and sorrow. But the aftermath can become even more painful if disagreements over their personal belongings tear your family apart. These disputes, especially when centered around meaningful objects, can leave lasting wounds that may never fully heal. But it doesn’t have to […]