Estate Planning for Expatriates
The United States hosts the highest number of immigrants in the world, but increasingly, Americans say they are looking to relocate permanently to another country. A large percentage of wealthy …
What Can Thomas Jefferson Teach Us About Estate Planning
What can Thomas Jefferson teach us about estate planning? Despite being a brilliant intellectual and the principal author of the Declaration of Independence, Jefferson nevertheless struggled to manage his financial …
Without a Will, the Law Decides—And You Might Not Like It!
I recently had a client who was upset to learn that, under the law, her children from a previous marriage would receive less than she intended—simply because she didn’t have …
What Can George Washington Teach Us About Estate Planning
What can George Washington teach us about estate planning? Washington was arguably the most universally beloved and revered US president. Volumes have been written about this man and what he …
Think Twice Before You Throw Out Your Loved One’s Books
An individual’s belongings—such as jewelry, furniture, photographs, and books—sometimes slip through the cracks of their estate plan. While certain books may be gifted to a beneficiary in a loved one’s …
If a Person Disappears, When Are They Considered Incapacitated?
Did you know that many trusts and powers of attorney include a provision stating that a person is considered incapacitated if they’ve been missing for more than 30 days? Seems …
Couples Who Plan Together, Stay Secure Together
Valentine’s Day is a time to celebrate love, commitment, and the future you’re building together. But beyond the romantic gestures and heartfelt words, there’s another way to show your love—by …
Red Flags When Hiring a Professional to be Your Trustee
When you form a trust as part of your estate plan, one of the most important decisions you will make is who will oversee the trust’s management when you are …
Who Will or Won’t Read Your Journals?
Have you ever thought about what happens to your journals when you’re gone? Who would you want to read them—or make sure they never do? Your journals hold your thoughts, …
Estate Planning Lessons from the Hugh Hefner Family
When Hugh Hefner passed away in 2017, he left behind more than just an empire – he left a carefully structured estate plan. While many remember him for revolutionizing publishing …