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garbage truck at a landfill: The $700 Million Mistake Why an Asset Inventory Is an Essential Part of Your Estate Plan

The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan

Posted on: May 1, 2025
Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality for James Howells, a computer engineer from Wales, who has now spent more than a decade fighting to recover a discarded hard drive containing the private key to his Bitcoin fortune. This highlights […]
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US Capitol building: Public Benefits and Planning Strategies Definitions

Public Benefits and Planning Strategies Definitions

Posted on: April 28, 2025
To properly assist clients, elder law attorneys must juggle knowledge of several different public benefits programs, many of which have unique eligibility requirements. Additionally, with multiple planning strategies and instruments available to assist clients with public benefits, attorneys must stay apprised of their distinctions. This blog is intended to provide both a definitional foundation and […]
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siblings playing on a beach: 10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)

10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)

Posted on: April 24, 2025
Imagine something unexpected happens, and you're suddenly unable to care for your children. It's a parent's worst nightmare.  In this situation, you'd want to know that your kids will be loved, cared for, and raised according to your values. But have you taken the proper legal steps to ensure that happens? Many parents mistakenly believe […]
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a big family watching the sun set over water: Have a Harmonious Family that Does Not Fight You Still Need an Estate Plan

Have a Harmonious Family that Does Not Fight? You Still Need an Estate Plan

Posted on: April 21, 2025
In many families, everyone gets along, happily gathering for the holidays, sharing laughs, telling stories, and enjoying each other’s company. Then, the matriarch or patriarch dies. Suddenly, years of pent-up resentment and hurt feelings surface, and the once-happy family is now embroiled in litigation over the head of the family’s money and property. A harmonious […]
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chess set in front of a fireplace: 4 Tips to Avoid a Will or Trust Contest in Blended Families

4 Tips to Avoid a Will or Trust Contest in Blended Families

Posted on: April 17, 2025
Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved ones apart. In blended families with second marriages, joint children, and children from prior relationships, these conflicts can be harrowing and complex. However, with proper planning, you can help your family avoid a […]
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antique wedding car: Dower Rights A Relic of the Past Still Affecting Estate Plans

Dower Rights: A Relic of the Past Still Affecting Estate Plans

Posted on: April 14, 2025
From laws against selling alcohol on Sundays to ordinances that prohibit tying a giraffe to a telephone pole, the annals of American jurisprudence are filled with archaic laws that, while still technically on the books, are rarely, if ever, enforced. Among these is the concept of dower rights, which are laws that protect a wife's […]
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luxurious mountain retreat: Is It Time for an Annual Planning Retreat

Is It Time for an Annual Planning Retreat?

Posted on: April 10, 2025
Do you ever feel like you never have a moment to yourself? Or that even if you manage to carve out some personal time, you are not spending it as effectively as possible? An annual planning retreat might be the solution you need. Our always-on culture may counterproductively (and counterintuitively) hold us back from achievement. […]
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home nursery: Should I Include My Unborn Child in My Estate Plan

Should I Include My Unborn Child in My Estate Plan?

Posted on: April 7, 2025
Estate planning is an exercise in anticipating potential future events that could affect your plans for what happens if you become incapacitated (unable to manage your own affairs during your lifetime) and how your assets (property and accounts) will be handled after your death. One crucial aspect often overlooked is how to include your unborn […]
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avalanche warning on snowy road: The Wrong Successor Trustee Can Derail Your Final Wishes

Choosing The Wrong Successor Trustee Can Derail Your Final Wishes

Posted on: April 3, 2025
Many estate plans contain revocable living trusts that will become irrevocable (cannot be easily changed or terminated) when the trustmaker dies. Such trusts may benefit the surviving spouse during their lifetime and may continue for the benefit of several additional generations. Because these trusts can be designed to span multiple decades, choosing the proper succession […]
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