Resources

Lessons from Tony Bennett’s Estate Battle

By Jason Breit / December 17, 2024

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,…

The Hidden Truth About Settling a Loved One’s Estate

By Jason Breit / November 12, 2024

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…

Veterans: Your Legacy is Worth Protecting

By Jason Breit / November 4, 2024

As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with unwavering dedication. Your military service demonstrated a profound commitment to protecting America’s future – and now it’s time to protect…

Common Estate Planning Myths Debunked

By Jason Breit / October 22, 2024

October 21-27 is National Estate Planning Awareness Week, which means it’s time to shed light on this often misunderstood and frequently avoided topic. You might think estate planning is only for the wealthy or too complicated and expensive. These are…

Preventing Family Feuds Over Your Personal Belongings

By Jason Breit / October 1, 2024

The passing of a loved one is a heartbreaking event, filled with grief and sorrow. But the aftermath can become even more painful if disagreements over their personal belongings tear your family apart. These disputes, especially when centered around meaningful…

Matthew Perry’s Estate Plan Demonstrates the Benefits of Trusts 

By Jason Breit / September 23, 2024

When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as details of his estate began to emerge, a curious puzzle presented itself: despite his reported net worth…

What Do Lasagna and Estate Planning Have in Common?

By Jason Breit / September 16, 2024

Have you ever heard horror stories about families fighting over Grandma’s jewelry or getting stuck in a never-ending legal battle after someone passes away? Or about how long it can take to sell a house tied up in the court…

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 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…