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 …
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 …
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, …
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 …
When creating an estate plan, it’s easy to focus on big-picture goals like wills, trusts, and beneficiaries. However, preparing for unexpected emergencies, such as a fire, is equally crucial to …
Who would clean out your nightstand drawers if something happened to you? It’s an interesting question—and depending on the contents of your nightstand, it might be more interesting for some …
The ongoing legal battle involving the late Peter Seidler’s family and the San Diego Padres demonstrates how even a detailed estate plan can face challenges when roles and intentions aren’t …
“Who’s going to burn my stuff?” A client asked me this recently, and while it gave me a good laugh, it brought up an important point. Even if you don’t …
I was recently featured on Arizona’s Family News to discuss a topic that is crucial for everyone: protecting vital documents to ensure you’re prepared for future disasters. Whether it’s a …
I keep seeing celebrities’ children showing up in dresses their parents wore years ago, and it always makes me smile. A friend recently told me her daughter wore her old …
Estate planning is about more than just distributing assets—it’s about ensuring the people you love are cared for in the way you intend. For parents of transgender or nonbinary children, …