If you’ve worked hard to build wealth, the estate tax — sometimes called the “death tax” — can feel like a final unfair blow. The proposed Death Tax Repeal Act of 2025 (DTRA) could eliminate this tax, significantly changing how…
The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for her roles in Beverly Hills, 90210, Heathers, and Charmed, Doherty faced a courageous battle with breast cancer while racing…
When asked to be an executor of an estate, the responsibility can seem as simple as distributing assets and handling paperwork. However, it’s often much more complex, time-consuming, and emotionally taxing than expected. Knowing such challenges in advance can assist…
Establishing an estate plan with a living trust is essential for protecting your home and family from potential court expenses. However, many individuals neglect to update their homeowner’s insurance policy when transferring property into a trust. This oversight can lead…
When disaster strikes, time is crucial. Whether it’s a wildfire, hurricane, or flood, being prepared can make all the difference. A clear plan helps you stay calm and focused. In this article, I’ll guide you through evacuation, emergency management, recovery,…
Surveys from Caring.com and Ameriprise Financial in 2024 reveal a troubling trend: only 32% of Americans have a will (down 6% from 2023), and 52% of couples lack estate plans. These numbers show a gap between recognizing the importance of…
You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That voice reminding you that you still haven’t created a will, a trust or updated the estate plan…
When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership and asset management. Understanding how accounts are titled and who has access to them isn’t just…
When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a family divide threatening to tarnish his legacy. His daughters Antonia and Johanna Bennett are now suing their brother, Danny,…
When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs. However, what many people don’t realize is that being an executor can turn into a…
