Estate Planning · July 26, 2024

As we wrap up our celebrity estate series, we turn our attention to an icon whose estate still resonates beyond his lifetime: Elvis Presley. This final installment explores how even a legend like Elvis isn't immune to the threats posed by scammers—a lesson for us all. His Graceland estate recently faced a fraudulent claim that put his assets at risk, shedding light on the vital need for vigilant asset protection. Learn the signs of potential scams and the proactive steps you can take to protect

Estate Planning · July 19, 2024

Celebrity lives often seem distant from our own, yet when it comes to preparing for the inevitable, such as incapacity, their stories can offer valuable lessons. This week, we delve into Jay Leno's personal experience, illustrating the complexities of incapacity planning that many overlook. Incapacity isn't just a remote possibility; it's a critical aspect of estate planning that can significantly impact your loved ones if not addressed properly. From understanding the legal implications to reco

Estate Planning · July 12, 2024

Celebrity estate plans can be as headline-grabbing as their careers, and this week, we’re diving into how stars like Vanilla Ice manage their legacies. Vanilla Ice reveals his approach to estate planning, shedding light on the often overlooked importance of proactive financial management. From utilizing trusts to smart tax strategies and the vital role of life insurance, his insights offer valuable lessons for anyone. His experiences underscore the necessity of having a well-thought-out plan to

Estate Planning · August 26, 2022

While a will is a necessary part of most estate plans, your will is typically a very small part of a comprehensive estate plan. A will alone cannot guarantee that your family will not go to court if you become incapacitated or when you die. If you want to learn why? Here are the things you should not expect your will to accomplish!

Estate Planning · June 10, 2022

If a family member or friend has asked you to serve as trustee for their trust either during their life or upon their death, it's a big honor—this means they consider you among the most honest, reliable, and responsible people they know. However, you should know that being a trustee takes a major responsibility, and the role is definitely not applicable to everyone. Here's why!