While summer gives us pools, barbecues, and a break from the usual grind, it also provides an opportunity to undertake some necessary Estate Planning, especially for young adults heading off to college.
Spring Summit 2025: Reflecting, Refueling, and Reimagining in Savannah
The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning held its semi-annual conference, providing education and learning for and inspiring excellence in its Members. Read on to learn more about the unique experience at the conference.
In Loving Memory of All the Pets Who Have Crossed the Rainbow Bridge
The grief of putting my dog down got me wondering about how animals process grief and how much harder it may be for them since they lack the ability to put their feelings into words the way that humans can. Thus, the idea for this blog focusing on options for pets upon the death of their owners was born.
A Hole in Hackman’s Plan
Eugene Allen Hackman enjoyed a prolific acting career that spanned several decades. In a bizarre sequence of events, seemingly ripped from a movie script, his death raised questions and exposed some flaws in both his end-of-life planning and his Estate Plan. Gene’s final act didn’t result in a happy ending, but rather a tragic tale full of warnings to those who care to listen.
The Big Lesson from Tony Bennett’s Embattled Estate and Troubled Trust
When one child occupies a position of trust with a parent to the exclusion of other siblings, that causes friction. Extending that position of power after death exacerbates that friction and may cause irreparable harm. It seems that happened upon the death of beloved singer, Tony Bennett. His daughters have sued their brother on two different occasions leveling some unflattering allegations.
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