The Murdock Empire and the Irrevocable Trust

November 20, 2024

Murdoch’s succession plan sheds light on whether an irrevocable trust can truly be changed, revealing key insights for estate planning.

Back to School Planning to Protect Your Kids

August 13, 2024

Ensure that your children’s futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.

When Your Diagnosis Is Dementia…

March 18, 2024

I have been diagnosed with brain damage and dementia. Word to the younger folks: I woke up last year and suddenly could not spell or write legibly. No warning. No symptoms.

When Should You Share Your Estate Plan?

February 22, 2024

At some point, you’ll want to share your estate plans with your loved ones—and the first step in this process may be to hold a family meeting.

How to Pass on Family Heirlooms with Fewer Estate Battles

August 28, 2023

There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.

Naming a Minor as Beneficiary?

July 11, 2023

You should not name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.

Prepare for Coming Estate Tax Changes

June 14, 2023

One of the most significant changes Americans will soon see is the sunsetting of tax laws under the Tax Cuts and Jobs Act (TCJA) of 2017.

When Should You Update Your Will?

February 2, 2022

Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.

Should You Rule From the Grave?

October 7, 2021

There are many stories of strange conditions in wills and trusts over time. For example, the German poet Heinrich ‘Henry’ Heine died in 1856 and left his estate to his wife, Matilda, on the condition that she remarry, so that ‘there will be at least one man to regret my death’.

What’s a Common Pot Trust?

September 29, 2021

A pot trust is a type of trust that lists children as beneficiaries, with the trustee using his or her discretion as to how trust assets should be spent. If you have minor children, you might consider setting up a pot trust to meet their financial needs, if something should happen to you. This type of trust allows you to create a single pool of assets to be used for the benefit of multiple children.

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