Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

If you have a current estate plan, I'll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a little later. Go take a look at your estate plan, and see what it does right now. And, if you don’t have an estate plan, and you...

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Navigating the Anna Nicole Smith Estate Battle: Lessons for a Drama-Free Estate Plan

Last weekend, Netflix released "Anna Nicole Smith: You Don't Know Me," a captivating new documentary that pulls the model, actress, and '90s tabloid sensation back into the spotlight and, for our purposes, offers us a glimpse into her tumultuous estate battles (yes,...

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3 Simple Mistakes That Can Derail Your Estate Plan

If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how these three simple mistakes can derail your estate plan and leave your family with an expensive mess. We regularly meet with clients...

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Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom goes beyond picking stocks and...

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4 Reasons Why Estate Planning Is Critical For Business Owners

If you are running a business, it’s easy to prioritize estate planning less than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or your goals for growth over the coming quarter, concerns over your potential incapacity...

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