The $17 Billion Estate Plan: What Every Family Can Learn
What happens when one person has over 100 heirs? Whether you’re worth $17 billion or not, a thoughtful plan is essential to ensure your wealth—and your values—are passed on the way you intend.
Category
Estate Planning
The Life-or-Death Decisions Your Family Shouldn’t Have to Make Alone
Organ donation can save lives, but a recent investigation revealed how a lack of planning can lead to devastating mistakes.
When Paradise Turns to Pain: Jimmy Buffett’s Estate Battle
Jimmy Buffett built an empire around the laid-back "Margaritaville" lifestyle, but his $275 million estate has become anything but relaxing for his family. Despite having legal documents in place, the plan has created a nightmare for his family.
What Priscilla Presley’s Lawsuit Reveals About the Prevalence of Elder Abuse
Priscilla Presley's $1 million fraud lawsuit reveals how financial predators systematically target older adults and why Life & Legacy Planning provides protection against elder financial abuse.
Distributing Personal Property in Your Estate Plan
When crafting an estate plan, it's easy to focus on significant assets like homes and investments. Still, personal property—everything from jewelry to furniture—can be just as important, often carrying significant emotional value. Properly planning the distribution of these items can prevent family disputes and ensure that your wishes are respected.
Why You Need to Add a ‘When I Die’ File to Your Estate Plan
Don’t leave your loved ones scrambling in a crisis—learn why a “When I Die” file is a must-have for your estate plan. Discover what to include, how to organize it, and how this simple step can save your family time, money, and heartache after your death or incapacity.
The Missing Will Mystery: How Zappos CEO’s Estate Chaos Could Have Been Avoided
Tony Hsieh's cautionary tale shows why proper estate planning with regular reviews is critical, regardless of your wealth or age.
Why A Will Is Not A Suitable Option For Protecting Your Pet
Most pet parents consider their furry companions family—but legally, your pet is treated as property. That means you can’t leave money directly to your pet in a will, and the person you do name has no legal duty to use it for your pet’s care.
Estate Planning Before You Travel: Why It’s Critically Important
Vacations are about relaxing, unplugging from work, and spending quality time with your spouse, partner, kids, or friends. But before you pack your bags and head off on your next adventure, there’s one crucial thing you might want to check off your to-do list—your estate plan. We know it’s not the most exciting pre-vacation task, but taking care of it now can give you peace of mind to truly enjoy your time away. Here’s why it’s worth considering your estate plans before traveling.