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Estate Planning

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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.

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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.

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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.

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Why Business Owners Deserve More Than an Easy or Cheap Estate Plan

An easy or cheap estate plan can leave your business vulnerable when you're a business owner. Learn why your business documents and estate plan must work together, and what can happen if they don’t. 

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A Legacy of Honor: Estate Planning as a Lasting Tribute on Memorial Day

This Memorial Day, consider a gift that truly lasts forever. Estate planning isn't just about legal documents—it's one of the most profound expressions of love, allowing you to extend your care, wisdom, and protection long after you're gone.

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The Death Tax May Die—Now What?

The Death Tax Repeal Act of 2025 could significantly alter how wealth is transferred between generations, potentially eliminating the estate tax entirely. Learn what this proposed legislation might mean for you.

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Don’t Make This $700 Million Mistake: Include an Asset Inventory in Your Estate Plan

A computer engineer from Wales accidentally threw away a hard drive containing 8,000 Bitcoin (BTC), now worth approximately $700 million. His decade-long struggle to recover his fortune offers vital lessons for proper estate planning in our increasingly digital world.

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Gene Hackman’s Estate: A Wake-Up Call

Gene Hackman's $80 million fortune is in legal limbo after his wife died just days before he did, highlighting the estate planning crisis that countless families face, including possibly yours.

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Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love

Without marriage's legal protections, unmarried couples face unique estate planning challenges that could leave partners vulnerable and children at risk. Learn how to protect your loved ones and assets with proper planning.

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