August 28, 2025 August 28, 2025Retirees and Undergrads as Classmates? A Growing National TrendColleges and retirement communities may not seem like natural neighbors, but across the United States, the two are joining forces […]
August 22, 2025 August 22, 2025Estate Planning Changes You Need to Know From the One Big Beautiful Bill ActThe recently signed One Big Beautiful Bill Act introduces sweeping changes to federal estate planning, charitable giving, education funding, and […]
August 6, 2025 August 6, 2025Gene Hackman’s $80M Estate: What We Can Learn from His PlanningThe passing of acclaimed actor Gene Hackman earlier this year at the age of 95 has left fans mourning a […]
August 2, 2025 August 2, 2025Keeping a Promise: Friends Split $22 Million Lottery JackpotWinning the lottery is a life-changing event, but for two Wisconsin friends, it was also an opportunity to honor a […]
July 23, 2025 July 23, 2025What Could Go Wrong? Why Even Solid Estate Plans Need a Stronger FoundationWhen it comes to estate planning, even the most carefully crafted plans can unravel, especially when human relationships and family […]
July 21, 2025 July 21, 2025Jimmy Buffett’s Estate Dispute Becomes a Cautionary TaleFollowing the passing of legendary singer and entrepreneur Jimmy Buffett in 2023, legal tensions surrounding his $275 million estate have […]
July 19, 2025 July 19, 2025Remarrying in Retirement: The Overlooked Estate Planning PuzzleFor many older adults, finding love again after a divorce or the death of a spouse is a beautiful new […]
July 18, 2025 July 18, 2025How One Woman’s Cruise Ship Retirement Offers Estate Planning Food for ThoughtWhen most people think about retirement, they envision downsizing, moving into a senior living community, or perhaps traveling occasionally. But […]
June 26, 2025 June 26, 2025Details on Jeff Bezos’ Ironclad PrenupAs Amazon founder Jeff Bezos prepares to marry former news anchor Lauren Sánchez in what’s shaping up to be one […]
June 22, 2025 June 22, 2025Protecting Young Influencers: How Trusts Can Safeguard Earnings in the Digital AgeWith the rise of social media, child influencers, also known as digital entertainers, are earning millions of dollars through brand […]
June 16, 2025 June 16, 2025Jimmy Buffett’s Widow Sues Co-Trustee Over Estate DisputeThe recent legal dispute involving Jimmy Buffett’s $275 million estate is a powerful reminder of how even the most thoughtfully […]
June 5, 2025 June 5, 2025New Will Emerges in Zappos Owner, Tony Hsieh, Estate CaseIn the wake of Tony Hsieh’s untimely passing in 2020, the late Zappos CEO’s estate quickly became one of the […]