Armani’s Blueprint for Legacy & Liquidity
Giorgio Armani spent a lifetime refusing to sell or list his house; in death, his will sketches a controlled, phased exit that preserves legacy while unlocking strategic options. Heirs are …
Bankruptcy’s Effects on Estate Planning
Bankruptcy may be one of the last things on your mind when you are creating an estate plan. But what happens to your estate if you file for bankruptcy protection …
Annual Reviews
Yesterday I met with a client from California who recently moved to Arizona. She wanted to ensure her estate plan was valid here. During the review, we discovered her will …
The Most Common Inheritance Tax Mistakes and How to Avoid Them
When people think about leaving a legacy, they often focus on what to pass on but forget about how taxes and laws can reshape those plans. Inheritance tax rules can …
Respect at the Black Rock City Temple: A Visitor and Legacy Guide
Visiting the Black Rock City Temple Safely and Respectfully: A Guide with Estate Planning Tips The Temple in Black Rock City is a shared place for remembrance and connection on …
Pets are Family Too
When it comes to estate planning it is not only about property or money. One of my clients reminded me this week that pets are family too. She has a …
Tony Bennett’s Trust Battle
Tony Bennett’s estate fight is a cautionary tale for families with valuable brands royalties, art, or memorabilia. In 2016 he signed a will and trust that split wealth among his …
How to Make an Estate Plan for Your Digital Wealth
In today’s world, much of our wealth and personal lives are stored online. From cryptocurrency wallets and online investment accounts to social media profiles and family photos stored in the …
Does Your Child Earn Money From Being an Influencer?
From YouTube videos to TikTok collabs, child influencers are creating real income streams. But here’s the catch without proper planning, those earnings could cause serious legal and financial issues later …
Eco-Friendly Burials Why More Americans Are Going Green
When I Go, I’m Going Green: Why More Americans Are Choosing Eco-Friendly Burials Would you rather leave behind a carbon footprint—or a forest? Across the U.S., more families are turning …
