The One Bill Every Family Needs to Understand Right Now
The massive, so-called “One Big Beautiful Bill” (“OBBB”), which became law on July 4th, brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family.
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.
Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential
Many people believe that once they’ve created a trust, they can simply file it away and forget about it. But just like your health needs regular check-ups, your whole estate plan (including your trust) requires periodic reviews to ensure that it will work for your loved ones and not fail when they need it.
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.
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.
Legal Gangsters: Netflix’s “I Care a Lot” Uncovers the Dark Side of Legal Guardianship – Part 1
The Netflix movie I Care a Lot provides a dark, violent, and somewhat comedic take on the real-life and not-at-all-fun dangers of the legal (and sometimes corrupt) guardianship system. While the film’s twisting plot may seem far-fetched, it sheds light on a tragic phenomenon—the abuse of seniors at the hands of crooked “professional” guardians.
PROBATE: WHAT IT IS & HOW TO AVOID IT — PART 1
Unless you’ve created a proper estate plan, when you die, many of your assets must pass through the court process known as probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly, and open to the public, and because of this, avoiding probate—and keeping your family out of court—is a central goal of most estate plans.
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.
Planning a Trip? Protect Your Children with a Kids Protection PlanⓇ
As summer approaches, many parents are planning fun getaways with their children. However, few consider what would happen to their kids if an emergency occurred during their travels.
The Unexpected Challenges of Being an Estate Executor
Being named executor is often seen as an honor, but many don’t realize the complex responsibilities and potential family dynamics involved. The role requires more than you may expect, from immediate financial obligations to long-term asset management.