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ESTATE PLANNING DURING DIVORCE: LESSONS FROM SHANNEN DOHERTY’S LEGACY

By Jason Breit / February 24, 2025

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…

The Unexpected Challenges of Being an Estate Executor

By Jason Breit / February 20, 2025

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…

Common Estate Planning Questions Part 1 of 2 – On How to Handle Your Assets

By Jason Breit / December 31, 2024

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…

Navigating End-of-Life Care: Lessons from a Daughter’s Tragic Experience

By Jason Breit / October 8, 2024

In an aging society, you might find yourself facing difficult end-of-life decisions for your loved ones sooner than you expect. And when you do, you’ll realize the journey through end-of-life care is rarely straightforward. A recent and heartbreaking story published…

3 Questions to Ask Yourself Before Creating Your Estate Plan With AI

By Jason Breit / September 3, 2024

Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful, especially when the stakes are low. Need a personalized meal plan or an exercise routine? AI…

Labor Day Reflections and Your Legacy

By Jason Breit / August 27, 2024

Labor Day, observed in the United States on the first Monday in September, is not only the unofficial end of summer but also a celebration of the contributions and achievements of American workers. Originating from the labor movement and the…

How Beneficiary Designations Put Your Family at Risk

By Jason Breit / August 20, 2024

You’ve worked hard to build your assets and secure your family’s future. Like many responsible adults, you’ve named beneficiaries on your retirement accounts, life insurance policies, and maybe even your banking and investment accounts. It feels good to know you’ve…

Would $23,000 Make a Difference to You?

By Jason Breit / August 12, 2024

Imagine discovering thousands of dollars that belong to you, only to be told you can’t have it. This frustrating scenario became a reality for a woman named Dale Benerofe, a Georgia resident, when she found $23,000 in unclaimed property from…

Would You Make This Million Dollar Mistake?

By Jason Breit / August 6, 2024

Imagine this: You’re in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as the beneficiary of your retirement account. You start contributing to your retirement account, and it begins to…

Celebrity Estate Plan Series: Jay Leno’s Case is No Laughing Matter

By Jason Breit / July 30, 2024

In this third installment of our four-part celebrity series, we discuss a topic that no one wants to think about as it may seem to be a fate worse than death: incapacity.