Essential Masterclass
How to Pay for Care without Going Bankrupt

How to Keep the Vacation Home in the Family

Vacation Home

Vacation property can become a family legacy. Keeping your cabin, fishing lodge, hunting property or other special assets separate for future generations is often a special goal for a family.

Can Unequal Inheritances Be Fair?

Large Family at Sunset - Unequal Inheritance

The important thing to acknowledge is that the emotions behind the reasons are not trivial, but are important and should not be dismissed or minimized.

How to Protect an Estate from a Rotten Son-in-Law

Protect your Estate

Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.

How Fathers Leave a Legacy of Caring

Father's Day Legacy

A Father’s legacy includes sharing the values and history of your family. The next time a grandchild points their phone at you and asks you what your childhood was like or asks to learn more about your own parent’s journey, don’t be shy. Tell them the stories you were told, even if you don’t have every single detail.

Beneficiary Battle over Presley Estate Reveals Possible Problems in Estate Planning

Celebrity News about Lisa Marie Presley's Estate Plan

A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.

Are There Less Restrictive Alternatives to Guardianship

Man with dementia may need less restrictive alternative to guardianship

Although laws vary from state to state, every state requires that less restrictive alternatives be considered before invoking a guardianship. These might include such vehicles as limited guardianships, powers of attorney or assisted decision-making agreements.

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