The Perils of Joint Property People often set up bank accounts or real estate so that they own them jointly with a spouse or other family member. The appeal of joint ownership, specifically with survivorship rights, is that when one owner dies, the o…
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Can I Leave My Spouse Out of My Estate Plan? The relationship between spouses is special in all contexts, not the least of which is the estate planning context. In many instances, you can exclude people from your estate plan, including your parents,…
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5 Tragic Mistakes People Make When Leaving an Inheritance to Their Pets Planning for your pets in your estate plan is an excellent way to ensure that your beloved pet will receive proper care and attention after you pass on. The problem, of course, i…
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Three Tips for Overwhelmed Executors While it is an honor to be named as a trusted decision maker, also known as an executor or personal representative, in a person’s will, it can often be a sobering and daunting responsibility. Being an executor r…
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Tips to Beat Inflation Surviving High Inflation With inflation at a forty-year high, the rising cost of living is affecting everyone. While you may feel some level of distress as you watch the steady decline in your purchasing power, you do not have…
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High School Seniors Can Use a Starter Estate Plan The long, carefree days of summer are nearing an end. If you have a high school senior at home, childhood is also coming to an end for them as they prepare to graduate, turn 18, and enter the “real…
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What You Can Learn from the Leno Conservatorship Proceedings When most people think about creating an estate plan, they usually focus on what will happen when they die. They typically do not consider what their wishes would be if they were alive but…
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Estate Planning for Expatriates The United States hosts the highest number of immigrants in the world, but increasingly, Americans are considering relocating permanently to another country. A large percentage of wealthy Americans are also interested…
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Ways Your Will Can Be Revoked A will (which should be accompanied by other important documents such as healthcare and financial powers of attorney, as well as an advance healthcare directive) is a foundational estate planning document. However, accor…
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The Power of Purpose: Unveiling the Impact of Charitable Giving Compared to residents of other wealthy nations, Americans are more likely to give their time and money to help others. In 2023, the United States ranked ninth in per capita gross domesti…
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