What You Can Learn from the Leno Conservatorship Proceedings
When most people think about creating an estate plan, they usually focus on what will happen when they die. They typically do not consider what their wishes would be if ...
Read More 
Pros and Cons of Naming Many Residuary Beneficiaries in a Will or Trust
You have meticulously created your estate plan to ensure that it includes and addresses all of your most important assets (accounts and property). You have reviewed your asset list repeatedly, ...
Read More 
Ballots to Beneficiaries: How Potential Presidential Policies Could Shape the Future of Your Estate Plan
Ready or not, we are entering another presidential election season. If you are like most Americans, the economy is top of mind when it comes to evaluating the candidates. But ...
Read More 
Sun, Sand, and Succession: Estate Planning Tips for Your Vacation Property
A vacation property can be one of the most valuable things you can pass down to your loved ones, from both a sentimental and financial standpoint. However, mixing money and ...
Read More 
From Field to Heirloom: Strategies for Passing Down Sports Memorabilia in Your Estate Plan
You may have spent decades building up your sports memorabilia collection. Maybe you have some rare cards and autographed pictures that have steadily gained value over the years, and now ...
Read More 
Do You Have Enough Life Insurance?
About 90 million Americans depend on life insurance for financial protection and retirement security.[1] An almost equal number say that they either do not have any life insurance or need ...
Read More 
Who Should You Name as Beneficiary?
The proceeds from your life insurance policy can benefit your loved ones in many ways, from paying off your outstanding debts to providing supplemental income for your spouse and children ...
Read More 
Creative Uses for Life Insurance
According to a new study from LIMRA and Life Happens, two nonprofit industry trade associations, a record-high number of American adults—approximately 102 million—either do not have life insurance or do ...
Read More 
Lucille Ball: Dangers of Being the First to Die
Lucille Ball was the queen of television comedy to an older generation of Americans. Today, more than 70 years after I Love Lucy premiered, reruns still air on late-night networks, ...
Read More 
Aretha Franklin: Too Much Estate Planning
Too little estate planning can put your heirs in a bind and tie up your estate in time-consuming and costly probate litigation. But as the legal saga of Aretha Franklin’s ...
Read More 
Gloria Vanderbilt: No Trust Fund Kids for Her
We are at the precipice of what is being called “The Greatest Wealth Transfer in History,” as baby boomers are set to pass down $84 trillion to younger generations.[1] Every ...
Read More 
Four Important Considerations If You Win the Lottery
On March 27, 2024, New Jersey state lottery officials announced the winning ticket of the largest lottery prize in the state’s history (8th largest in United States history) was a ...
Read More 
Estate and Legacy Planning Tips for the Suddenly Wealthy
Suddenly coming into money can be both a blessing and a curse. Whether you just signed a multiyear, multimillion dollar employment contract, received a significant inheritance, expect a large check ...
Read More 
What Is a Dynasty Trust and Why Should You Consider One?
If you have significant wealth, one of the best ways to protect your family and transfer your wealth is through a dynasty trust. However, setting one up requires considerable financial ...
Read More 
Should You Share Your Estate Planning Details With Loved Ones?
When you decide to create a comprehensive estate plan, there are many things to consider. One is whether to tell your loved ones about your plan and how much information ...
Read More