Posts

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What’s the Difference Between a Will and a Trust?

When I begin discussing estate planning in a group, one question that inevitably arises is whether a Will is sufficient. Unless you’ve delved into this topic extensively or work with it regularly, the answer may not be immediately clear.

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The Most Important Planning Document Costs Nothing to Draft

An understated planning document is an Advance Healthcare Directive. People are often only introduced to the concept in formal estate planning settings or at a hospital.

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Bruce Willis and Aphasia: Why Everyone Should Plan for Incapacity

Known for his “tough guy” demeanor for roles in films like Die Hard and Pulp Fiction, Bruce Willis has provided millions of fans across the world with decades of incredible characters in memorable films.

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What Happens When You Die With $1 Billion, With No Estate Planning

Born in Urbana, Illinois to immigrant parents from Taiwan, this internet entrepreneur was successful by most standards from his youth.