List All

Many divorced people overlook the need to plan their affairs differently after the divorce. “Mary” divorced her husband while her three children were minors. Understandably, she did not want to list her minor children as her life insurance beneficiaries. If Mary passed away and the insurance paid to her minor children, the court would require…

Sometimes we have the opportunity to learn from the mistakes of others. While the lives of Hollywood stars may be very different from those of average Americans, sometimes we can learn from their mistakes. In this blog entry, I discuss two (of several) important lessons everyone can learn from Whitney Houston’s Last Will and Testament.…

HOW MUCH OF AN ESTATE SHOULD I HAVE BEFORE I NEED AN ESTATE PLAN? I am often asked how much net worth a person should have before they need estate planning. Many people believe that they don’t have enough assets to consider estate planning. Both the question and belief are based on a mistaken assumption…