Do It Now: Name a Guardian for Your Minor Child(ren)
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We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to...


How to Build Freedom From Court Interference Into Your Estate Plan
It’s clear why you might want to avoid court involvement in your estate for financial reasons, knowing that probate can quickly get...


Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits of life...


How to Choose a Trustee
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs -...


How to Pick a Trustee, Executor, and Agent Under a Power of Attorney
While the term fiduciary is a legal term with a long history, it very generally means someone who is legally obligated to act in another...


Is a Financial Plan Enough?Why Experts Say You Need an Estate Plan, Too
If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to guide a boat with just one oar....


The Difference b/w Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both
According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many said...


Which life events that require an immediate estate plan update?
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon...


Michael Jackson’s Estate Pulled into Seemingly Endless Probate Court Battles
Michael Jackson, the “King of Pop,” had always been a controversial superstar. Over the years, he became the father of three children,...


Safeguarding Your Estate Plan Against Three Worst-Case Scenarios
There is no such uncertainty as a sure thing. –Robert Burns Even with an estate plan, things can always happen that may cause confusion...
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