Estate Planning Articles

Your “Blended” Family Is Likely Headed to Court Unless You Do This

If you have a blended family and do not plan for what happens to your assets in the event of your incapacity or eventual death, you are almost certainly guaranteeing hurt feelings, conflict, and maybe even a long, drawn out court battle. So, let’s start with clarity...
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A Tragic Oversight: Kobe Bryant’s Youngest Daughter Mistakenly Left Out of Family Trust

The tragic deaths of NBA legend Kobe Bryant and his 13-year-old daughter, Gianna, in a helicopter crash demonstrated the vital need for estate planning for people of all ages. At the time, little was known about the planning strategies Kobe had in place to protect and...
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A Map to Doing the Right Thing for the People You Love During the Pandemic

Right now, huge numbers of people are coming face to face with their own mortality during this pandemic, and realizing they need to plan for the worst. This goes not just for those of us in the “senior” category, but for all of us, no matter our age. We are facing the...
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Do you need a Will-based plan or a Trust-based plan? Which plan is best for your family?

What is the Difference Between a Will-based plan and a Trust-based plan? In this article I will explain the difference between a Will-based plan and a Trust-based plan so you can make an educated decision for your family about what is best for you and, ultimately, for...
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