Sep 16, 2024 | Beneficiaries, Estate Planning
Let’s explore why beneficiary designations alone fall short and the risks you may be unknowingly taking with your family’s financial future. The Dangers of Naming Minor Children As Your Beneficiaries You create a legal and financial quagmire when you...
Sep 9, 2024 | Estate Planning, Unclaimed Property
In this article, you’ll discover what unclaimed property is, how to find it, and why proper estate planning can ensure your heirs receive their inheritance. Let’s get clear on what unclaimed property is and how it could impact you and your family. What Is...
Sep 3, 2024 | Beneficiaries, Estate Planning, Family, Updates
Imagine this: You’re in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as the beneficiary of your retirement account. You start contributing to your retirement account, and it begins to grow. Fast...
Aug 26, 2024 | Celebrities, Estate Planning
Let’s jump into this bizarre tale to uncover what you can learn about protecting your assets from the unscrupulous actors around you. How It Went Down You might think that a well-known property like Graceland would be untouchable, but that didn’t stop a...
Aug 19, 2024 | Celebrities, Estate Planning
The Leno case highlights what happens when you or a loved one becomes incapacitated and what can happen if you haven’t planned in advance. From the Leno case, we can learn several lessons, including 1) What incapacity is and what it isn’t, 2) What a spouse can and...
Aug 11, 2024 | Celebrities, Estate Planning
In this second article of our 4-part celebrity series, Vanilla Ice chimes in with his estate planning experience, advice, and lessons learned in a video he posted to his YouTube channel. Vanilla Ice (Really) Hates Estate Taxes Vanilla Ice shares the story of his buddy...
