News

Celebrity Estate Plans Series: Vanilla Ice Has Thoughts

By Jason Breit / July 15, 2024

This week, we’re continuing to look at the lives of celebrities and how they’re preparing for the inevitable (or didn’t!). Last week, we examined Michael Jackson’s planning and the holes in his plan that resulted in his family being embroiled…

Celebrity Estate Plans Series: Michael Jackson 

By Jason Breit / July 8, 2024

What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. Maybe it’s because we can relate in some way, or maybe we feel like we can’t relate and…

The Surprising Connection Between Men’s Health and Estate Planning

By Jason Breit / June 25, 2024

June marks Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the early detection and treatment of disease among men and boys. So this month, let’s turn the focus to you, gentlemen….

Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

By Jason Breit / May 29, 2024

Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to your loved ones while also providing them with a lifetime of asset protection, if…

The Scary Truth: Naming Godparents Does Not Create Legal Guardians

By Jason Breit / May 20, 2024

As a parent, your top priority is the well-being and future of your children. You plan for their education, health, and happiness, and often this planning includes the tradition of choosing godparents to guide and mentor your children if something…

Estate Planning: A Gift of Peace and Power for Every Mother

By Jason Breit / May 7, 2024

Moms spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a mom, you know. If you aren’t a mom, you were born because of a mom. It’s one of…

Navigating the World of Cryptocurrency: A Guide for Parents and Teens

By Jason Breit / April 17, 2024

In an era where digital innovation shapes every aspect of our lives, it’s no surprise that our teenagers are drawn to the allure of cryptocurrency. This digital form of money represents a shift away from traditional financial systems. If you…

April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess

By Jason Breit / April 1, 2024

If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will, or know you…

Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End

By Jason Breit / March 19, 2024

After the excitement of Valentine’s Day fades away and the last indulgence of chocolate is savored, it’s crucial to turn our attention to a topic that may not be as thrilling as the idea of everlasting love: the reality that…

2 Conversations About Money and Death You Need to Have With Your Parents Right Now

By Jason Breit / February 5, 2024

If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are critical reasons (and significant benefits) for planning while you’re still well and alive? That’s why I refer…