Can You Name Your Trust After Your Family Legacy?
Can I add ‘and Cattle’ to my family trust name?” A client asked me that this week after watching the TV show Landman and honestly… I loved it. As a …
Estate Planning Is About More Than Documents
When I work with families on estate planning, I always remind them… this is about so much more than legal documents. Yes, we create wills and trusts. But more importantly, …
Does Your Estate Plan Actually Reflect Who You Are?
82% of Americans say their values guide their financial decisions… but here’s the real question: Do your estate plans reflect what truly matters to you? Your legacy isn’t just about …
A Promise Isn’t a Plan
When your spouse says you’ll be taken care of… make sure you both mean the same thing. Too many families discover the truth when it’s already too late. If you’re …
Single Purpose Trusts
Just helped a client set up a single-purpose trust so the friend he supports will be cared for—even if he’s gone. If you rely on someone’s help (or help someone …
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 …
She Said No to Quitting Unless There’s a Trust Fund
Quit Your Job and Be a Mom”—Wealthy In-Laws Demand, But She Won’t Budge Without a Trust Fund One woman’s stand for financial security is sparking viral debate online. When love …
“I Love Legacy!” – What Lucille Ball Can Teach Us About Smart Estate Planning
When you think of Lucille Ball, you probably picture her wide-eyed comedic genius in I Love Lucy, grape-stomping chaos, or her unforgettable “Vitameatavegamin” commercial. But behind the laughs and that …
What the Kentucky Derby Can Teach Us All About Wills, Trusts, and Planning for the Future
Each May, the Kentucky Derby dazzles the nation — a two-minute race wrapped in months of preparation, glitz, and high-society tradition. For many elite attendees, it’s not just a horse …
Why Powers of Attorney, Wills, and Trusts Matter Now More Than Ever — Especially for Immigrant Families
A recent case out of Phoenix has highlighted just how serious the U.S. government is becoming about enforcing immigration laws—even reviving obscure statutes from the 1940s. In what appears to …