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Every Mother’s Day, we scramble for the perfect way to say thank you. Brunch reservations at a favorite Tex-Mex spot. A bouquet of bluebonnets. A sentimental card filled with words we mean but rarely say out loud. And...
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Jimmy Buffett built an empire around the laid-back “Margaritaville” lifestyle, but his $275 million estate has become anything but relaxing for his family. The legendary singer’s widow and his longtime business manager are now locked in a bitter...
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family around a dinner table toasting with champagne
Whether it is called “The Great Wealth Transfer,” “The Silver Tsunami,” or another catchy phrase, one fact remains clear: an enormous amount of wealth will pass from Baby Boomers to younger generations over the next few decades. Many...
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family taking a selfie
When most people think about estate planning, they picture paperwork and what happens after someone passes away. But the truth is, the most important part of planning happens while you are living your life, raising your family, and...
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blended family in kitchen getting ready for a party
If you are in a blended family, you may believe the simplest estate plan is also the fairest one:“I’ll leave everything to my spouse. They’ll take care of my kids.” That approach often works in a first and...
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