Estate Strategies

While passing down family recipes and gathering around the holiday table are cherished traditions, these moments also present a perfect opportunity to discuss, preserve, and protect your family's broader legacy.

Being named as an executor might seem like an honor, but many people don't realize the enormous responsibility and potential headaches that come with the role. Learn what's involved in administering someone's estate and how proper planning can save your loved ones from unnecessary stress and conflict.

You’ve built something extraordinary with your business – it’s more than just a company; it’s your passion, hard work, and vision brought to life. Whether it’s a family enterprise or a rapidly growing venture, you've invested countless hours to make it thrive. But have you considered what will happen when you’re no longer at the helm?

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: why did he seem to have less money than you’d expect?

In this last installment of our four-part celebrity series, we spotlight Elvis, the King of Rock. Although he passed away in 1977, his estate can teach us valuable lessons, even in 2024, about the importance of estate planning and how to avoid falling prey to scammers.

In this third installment of our four-part celebrity series, we discuss a topic that no one wants to consider as it may seem to be a fate worse than death: incapacity. Find out what Jay Leno and his family can teach us about the need to be prepared, no matter what happens.