How Estate Plans Can Fail Blended Families—and How to Fix Them
Blended family estate plans can unintentionally disinherit children. Learn the risks and how to protect both your spouse and your legacy.
Tag
Beneficiary Designations
The 10-Year Rule: What the SECURE Act Means for Your Family
What happens to your IRA or 401(k) after death? Learn SECURE Act rules, tax impacts, and how trusts protect your beneficiaries.
Why There’s No Such Thing as a Quick Estate Plan Review
A quick estate plan review doesn’t exist. Learn why trust funding, legal updates, and beneficiary conflicts require a comprehensive review.
Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy
Actress Shannen Doherty's death last year highlights how critical timing can be when it comes to estate planning during divorce. Her last-minute divorce likely saved her estate millions and prevented years of legal battles.
How Relying On Beneficiary Designations Put Your Family at Risk (And How To Fix It!)
As a professional in the field, I've seen many financial advisors, accountants, and even other lawyers suggest that naming beneficiaries on your accounts is sufficient, and that you don’t need an estate plan. However, they often overlook the potential risks to your family's financial future.
Would You Make This Million Dollar Mistake?
Imagine this: You're in your twenties, and you fill out a form at work naming your significant other as the beneficiary of your retirement account. Fast-forward 28 years—you've long since broken up, lived a full life, and died, and your ex gets your now-million-dollar nest egg. Sound far-fetched? It's not.
6 Estate Planning Must-Do’s After You Say “I Do” – Part 2
Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as updating your address
6 Estate Planning Must-Do’s After You Say “I Do” – Part 1
Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move as a married