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The Real Cost to Your Family of Relying on A Will Alone
Estate Planning, Estate Planning Blog, WillsWhenever the topic of estate planning comes up, people invariably mention creating a will. And with good reason—having a will is a foundational aspect of your estate plan. However, a will is only one small part of effective planning. In fact, if your plan consists of a will alone, you’re guaranteeing your family will have […]
Avoid Another Common Causes for Dispute Over Your Estate Plan
Common Mistakes, Education, Estate Planning, Estate Planning Blog, Trusts, WillsIn the first part of this series, we discussed one of the most frequent causes for dispute over your estate plan. Here, we’ll look at another leading cause for dispute and offer strategies for its prevention. Contesting the validity of wills and trustsThe validity of your will and/or trust can be contested in court for […]
Avoid This Common Cause for Disputes Over Your Estate Plan
Blended Family, Education, Estate Planning, Estate Planning Blog, TrustsNo matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you become incapacitated. Of course, no one wants to believe their family would ever end up battling one another in court over inheritance issues or a loved one’s life-saving medical treatment, […]
Got a ‘Blended Family’? Learn From Tom Petty’s Mistakes: His Daughters and Widow Are Now Locked In Battle Over His Estate
Blended Family, Estate Planning, Estate Planning Blog, Family, Family ValuesThis week Tom Petty’s daughters escalated the battle over their late father’s estate by filing a lawsuit against Petty’s second wife that seeks $5 million in damages. In the lawsuit, Adria Petty and Annakim Violette, claim their father’s widow, Dana York Petty, mismanaged their father’s estate, depriving them of their rights to determine how Petty’s […]
3 Wise Planning Tips to Protect Your Family’s Assets
Asset Protection, Business Succession Planning, Estate Planning, Estate Planning Blog, InsuranceWhile most people assume only the uber wealthy need to worry about asset protection, those with less wealth and fewer assets may be at even greater risk. For example, if you’re a multi-millionaire, a $50,000 judgment against you might not be that big of a burden. But for a family with a modest income, home, […]
3 Warning Signs of a Financial Scam
Estate Planning, Estate Planning Blog, Financial CaregiversNobody likes to admit they’ve fallen for a financial scam, but the fact is, it’s easier than ever to get caught up in one. This is especially true in today’s all-digital world, where practically every shred of data related to your personal and financial background can be found online. While no one is forcing you […]