What is not Controlled by a Will?

January 10, 2024

While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.

Passing the Torch: Strategies for Business Succession

January 8, 2024

Family business succession planning is a critical and often challenging process for many family-owned businesses. The goal of a successful succession plan is to ensure a smooth transition of the business to the next generation, preserving the legacy and values that have been built over the years…

Lisa Marie Presley’s Creditor Claim

January 3, 2024

Lisa Marie Presley’s estate—previously at the center of a high-profile family dispute between actor Riley Keough and her grandmother Priscilla Presley—is the subject of another legal filing, this time over an alleged unpaid loan of $3.8 million. Keough became the sole trustee of her late mother’s estate less than two months ago.

Your Estate Planning Checklist for 2024

December 28, 2023

Early in 2024, you should communicate with your advisers and review several items about your 2023 planning, if that planning is to have any likelihood of succeeding.

What the Executor Does

December 12, 2023

Dealing with death is never easy and overseeing the estate can be complicated. However, staying organized can help you manage things smoothly.

A Day That Lives In Infamy

December 7, 2023

The bravery of the soldiers, sailors, airmen, and marines who fought in the Pacific and European theaters is legendary. They faced unimaginable horrors on battlefields far from home, yet their resolve never wavered.

Should You Gift Kids Their Inheritance Now?

November 30, 2023

Are you better off giving money to children now when you can see the results or delivering help through your estate after you die?

Social Security Scammers Embracing Artificial Intelligence

November 13, 2023

AI-driven fraud is on the rise, and that includes Social Security scams. Thieves are using artificial intelligence to get personal information that can be used to access benefits.

CPR Training Can Be Lifesaving

November 6, 2023

CPR is a lifesaving technique that one can use if someone is not breathing properly or if their heart has stopped. Our instructor emphasized that during a cardiac arrest, every second counts

What Should You Know about Annuities?

November 1, 2023

While they may be enjoying a new surge of popularity, the concept of annuities dates back to early Rome, when citizens would make a lump-sum payment to a contract called an annua in exchange for income payments received once a year for the rest of their lives.

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Estate Planning