Helpful Resources
A Tragic Oversight
A Tragic Oversight: Kobe Bryant’s Youngest Daughter Mistakenly Left Out of Family Trust In January, we learned how the deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Brianna, in a helicopter crash demonstrated the vital need for estate planning...
How “Shopping Around” for An Estate Plan Could Leave Your Family With an Expensive, Unintended Mess
Maybe you’ve heard that before investing in a professional service you should “get three estimates.” While often this is wise advice, it’s actually a bad idea when it comes to estate planning. This article explains why and how you can ensure you get the most...
Keep the Government and Lawyers Away From Your Children’s Inheritance
If you take a look at your current estate plan, I’ll bet it leaves your assets to your children outright and unprotected by the time they are 35. How do I know this? Because most lawyers aren’t giving much thought to your planning, they are simply recommending the...
Five Reasons To Never Give An Outright Inheritance To Your Children – and What to Do Instead!
If you’re like me, you want to leave an inheritance for your children. It’s likely part of what you are working so hard to do. But, far too often, the way we leave those inheritances actually does more harm than good. Something no parent wants. Giving outright...
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