Every Fourth of July, we celebrate the right to determine our own destiny. Yet many... [Read more...]
Still Fighting: The Estate Planning Legacy of Shannen Doherty
Shannen Doherty spent years fighting breast cancer with courage and candor. In her final days,... [Read more...]
Spring Summit 2026: Laissez Les Bons Temps Rouler
The best Estate Planners stay current on the latest trends. The American Academy of Estate... [Read more...]
Tread Carefully with Specific Bequests
Parents often decide to leave one child a specific asset and provide an equalizing cash... [Read more...]
Courts Allowing More Flexible Trust Amendments
As much as I enjoy writing about celebrity Estate Planning gone wrong, and less often,... [Read more...]
The “Juice” and an Executor’s Duties
Certain individuals have a knack for making headlines. Orenthal James Simpson was one of those... [Read more...]
The Purple Onion…an ode to Tangible Personal Property
More than one estate has boiled down to a fight over tangible personal property. Sometimes... [Read more...]
Meeting the Next Level in Minneapolis
The best Estate Planners stay current on the latest trends. The American Academy of Estate... [Read more...]
What You Should Know About Conditional Gifts
Grantors like the idea of placing conditions upon a gift. In many ways, it’s the... [Read more...]
What Taylor Swift Can Teach Us About Estate Planning
Regardless of your feelings about her music, her attendance at National Football League games, or... [Read more...]
There’s No Better Way to Say “I’ll Be There for You” than with an Estate Plan
Matthew Perry died at the end of 2023. While it seems unlikely that Matthew’s estate... [Read more...]
Use It or Lose It…Examining the Efficacy of the Spouse And Family Exclusion Trust or Spousal Lifetime Access Trust
embark Estate Planning for Your Young Adult The Ultimate Graduation Gift While "estate planning" may... [Read more...]
