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05
02, 2016
Image depicting the concept of procrastination in estate planning, symbolized by a person overwhelmed with tasks, emphasizing the importance of creating a will to avoid legal complications and family disputes.

Sonny Bono’s Procrastination in Creating a Will Led to Years of Estate Battles

February 5, 2016
Sonny Bono, the singer, songwriter, restauranteur, and former Congressman, died in a tragic ski accident in 1998 at the age of 62. His net worth was just under $2 million at the time of his death, yet Bono did not…
05
02, 2016
Image of a last will and testament document, highlighting the concept of a pour over will in estate planning and its role in transferring assets to a trust.

Flo Jo’s Tragic Mistake: A Missing Will

February 5, 2016
If you’ve created a will, congratulations! You have made your intentions clear to the world and have provided for your loved ones based on what you determined was best. One caveat, and Rule #1 when creating your will – make…
05
02, 2016
Dennis Hopper wearing a black jacket at a public event, strategically planning his estate to protect his heirs' inheritance, excluding his fifth wife.

Dennis Hopper Saves Heirs with Last Minute Estate Plan Changes

February 5, 2016
Dennis Hopper, known for his role in Easy Rider, wanted to leave his fortune to his family. Well, not everyone in his family. Hopper made numerous estate planning changes in the last months of his life. His goal? To make…
01
11, 2015
An elderly couple discussing year-end gift planning for estate management, symbolizing the importance of optimizing gifting strategies within estate planning and elder law.

Have You Prepared Your 2015 Year End Gift Plan?

November 1, 2015
With the end of the year fast approaching, now is the time to fine tune your gift planning before you get caught up in the chaos of the holiday season. Aside from making annual exclusion gifts, you can also plan…
01
08, 2015
Seniors using the Aging.gov website to access resources on healthy aging, healthcare options, and estate planning to support their well-being and future preparedness.

Aging.gov: A New Resource for Older Americans and Their Families

August 1, 2015
More than 10,000 people turn 65 in the U.S. every day according to Aging.gov, a new website recently launched by the Obama administration. The goal of this website is to act as gateway for older Americans and their families, friends…
01
07, 2015
Exterior view of the U.S. Supreme Court building, related to estate planning and elder law decisions.

How Will the 2015 Supreme Court Decisions Affect You and Your Family?

July 1, 2015
While approximately 10,000 cases are appealed to the U.S. Supreme Court each year, only 75 to 80 make it to oral argument. Of those cases, only a handful grab the media’s attention. Below is a summary of three landmark decisions…
01
05, 2015
A disorganized stack of envelopes representing a cluttered pile of mail, highlighting the challenge of managing correspondence addressed to a deceased person, often faced by executors and new homeowners in estate planning.

Four Steps to Stop Mail Addressed to a Deceased Person

May 1, 2015
One of the first things you should do as a newly appointed executor of a deceased person’s probate estate or successor trustee of a deceased trustmaker’s trust is ask the post office to forward the deceased person’s mail to your…
01
11, 2014
An elderly couple discussing year-end gift planning for estate management, symbolizing the importance of optimizing gifting strategies within estate planning and elder law.

Year End Estate Planning Tip #5 – Make Gifts that Your Family Will Love but the IRS Won’t Tax

November 1, 2014
Don’t let the chaos of the holiday season prevent you from avoiding federal gift tax by making “annual exclusion” gifts, medical payments gifts, and educational gifts. Make Annual Exclusion Gifts “Annual exclusion” gifts are transfers of money or property in…
01
10, 2014
A person reviewing estate planning documents and beneficiary designations at a desk, emphasizing the importance of updating these details before the end of the year.

Year End Estate Planning Tip #2 – Check Your Beneficiary Designations

October 1, 2014
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is their…
01
06, 2014
A senior married couple discussing estate planning and elder law considerations, focusing on Medicaid regulations and income allowances for community spouses.

AB Trusts – Do You Need to Get Rid of Yours?

June 1, 2014
Are you married and is the last time you and your spouse updated your estate plan more than a few years ago? Then chances are your estate plan contains good old “AB Trust” planning (also called “Marital and Family Trusts”…

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