When Co-Trustees Clash: Lessons From Jimmy Buffett’s Estate
The estates of celebrities rarely make the news when everything is going right - it’s when it’s not that we hear about it. Those situations can teach us important lessons about our own estate planning.
How To Include Airline Miles & Other Loyalty Rewards In Your Estate Planning
Do you earn airline miles, hotel points, or discounts at your favorite store? These loyalty rewards can have a lot of value. But can someone else claim them after you die?
Digital Assets: An Important Part of Your Estate Plan
Most people focus on their property and financial accounts when thinking of estate planning. But you may be surprised at how many “digital assets” you have that should not be overlooked.
Transfer On Death Deed: The Pros and Cons (3 min read)
Imagine this: you want your daughter to inherit your house, but you don’t want her stuck in probate for months (or years). A Transfer on Death Deed might be the simple solution!
Multi-State Properties? How Does That Impact Your Heirs? (4 min read)
Owning property in more than one state is wonderful for you - but it can create nightmares for your heirs if you don’t plan ahead.
Debt After Death: Who Pays? (8 min read)
There’s a popular saying that you can’t take your money with you when you die. But what happens when you die owing money? Who becomes responsible for that?
Planning Ahead: Tips for Flying with Cremated Remains (2 min read)
Have you ever needed to travel - either across states or internationally - to bury or scatter a loved one’s cremains?
A New Era of End-Of-Life Choices (4 min read)
More and more people are looking for alternatives to traditional burial. If you haven’t been keeping up with this trend, there are surprisingly a lot of options!
What the Law Says About Burial, Cremation, & Final Wishes (3 min read)
When it comes to final arrangements, many people assume they can simply write down - or even just say - what they want, and that’s the end of it.
Memorial Day: Honoring the Fallen and Supporting the Families They Leave Behind (2 min read)
Memorial Day provides a reminder of another meaningful way to honor those who died in service: supporting the families left behind.
Understanding Estate, Gift, and Inheritance Tax in 2025 (4 min read)
Estate planning isn’t just about deciding who gets what - it’s also about making sure your loved ones aren’t left with a surprise tax bill.
Why I Wrote an Estate Planning Book That Doesn’t Overwhelm You (2 min read)
Estate planning gets a bad rap. Most estate planning resources are long, technical, and full of legal jargon. No wonder people avoid it.
Amending vs. Restating a Revocable Living Trust: What’s the Difference and When To Do It (4 min read)
If you have a revocable living trust, you might reach a point where you need to make some changes.
Will vs. Trust: What’s the Difference and Which One Is Right For You? (5 min read)
This is an important question, but I can help clear up some of the confusion so you can move forward with your estate planning.
Is It Time To Update Your Will? How to Do It Right! (2 min read)
Your will is an important document, created to ensure your assets are distributed according to your wishes. But life changes, and your will may need to change with it.
Dying Without a Will: Understanding Intestate Succession (2 min read)
Did you know that passing away without a will can affect how your assets are distributed? Even if you’re married? It’s true.
Preparing for the Unexpected: What to Know About Incapacitation (4 min read)
Life is unpredictable. The reality is we don’t know what tomorrow holds. So it’s important to consider what happens if we are put in a situation where we don’t die but are unable to make decisions for ourselves.