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Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter

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For the last two weeks, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of our four-part celebrity series, we discuss a topic that no one wants to consider as it may seem to be a fate worse than death: incapacity. Unlike death, not everyone will become incapacitated. […]

Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts

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This week, we’re continuing to look at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). Last week, we examined Michael Jackson’s planning and the holes in his plan that resulted in his family being embroiled in court and conflict for 15 years and counting (if you missed it, go […]

Celebrity Estate Plans Series Part 1 of 4: Michael Jackson

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What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. So, for the next few weeks, we will look at the lives of 4 celebrities and see what we can learn from their stories.  This week, we’re turning the spotlight on Michael Jackson. […]

The Surprising Connection Between Men’s Health and Estate Planning

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As you may know, June marked Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the early detection and treatment of disease among men and boys. Gentlemen, you already know that taking care of your health allows you to prolong your life and enhance your quality of […]

3 Strategies For Navigating Your Child’s Transition Into Adulthood

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When your child turns 18, they’re legally an adult even though they have a lot more growing to do. Just like any other adult, their health and financial information is protected by privacy laws. But unlike any other adult, that’s still your child, and you want to support them in a crisis. Your role as […]

What Probate Is and How To Avoid It — Part 2

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Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets must go through 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 […]

What Probate Is and How To Avoid It — Part 1

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Unless you’ve created a proper estate plan, upon your passing many of your assets must first go through the court process known as probate before those assets can be distributed to your heirs. During probate, the court supervises a number of different legal actions, all of which are aimed at finalizing your affairs and settling […]

Avoid These 4 Common Estate Planning Pitfalls

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If you’re a parent, you’ve always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can falter if you overlook the complexities of estate planning. Let’s explore some common pitfalls that parents often encounter, then offer practical strategies to navigate them successfully.  Heads […]

4 Reasons Why a Cheap Estate Plan Won’t Work For Your Family

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Most people, regardless of stature and wealth, likely do not know how to evaluate estimates when shopping for an estate plan. Shopping for an estate plan based on getting the lowest cost plan possible is often the fastest path to leaving your family with an empty set of documents (maybe in a beautiful binder, but […]

Crafting Your Lasting Legacy With Estate Planning

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Legacy and estate planning are often misunderstood and perceived as “only for the wealthy” and/or “philanthropic”. But that couldn’t be further from the truth.  Legacy isn’t just about money or wealth. Legacy includes capturing your life stories, passing on your values, and ensuring your loved ones have a record of the essence of what matters […]