Trustee Instructions
Your Role as Trustee: Simple and Straightforward Your responsibilities are very limited: Set up a bank account for the trust Receive money that The Trustor,…
What is the cy pres doctrine?
The cy pres doctrine (pronounced "see pray") is a legal principle primarily used in the context of trusts, estates, and charitable gifts. It allows a…
The Digital Estate Plan: Because Your Bitcoin Won’t Bury Itself
Your crypto wallet, your NFT collection, even your Instagram account - your digital assets need an estate plan too. Learn how our cutting-edge plannin…
Why Your Estate Plan is Probably Wrong (And How to Fix It)
Think your estate plan is solid? Think again. Discover the most common pitfalls in estate planning and learn how our unique profile-based approach can…
The Clayton Election: Your Secret Weapon Against Medicaid Spend-Down
Think the Clayton election is just for the uber-wealthy? Think again. Discover how this powerful tool can shield your spouse's inheritance from Medica…
The VA Benefits Dilemma: Ensuring Quality Care for a Loved One Who Served
As Chester, a 90-year-old veteran who served in the 82nd Airborne at Normandy, faces the challenges of aging, his son-in-law Jim must navigate the com…
5 Ways to Protect Your Assets (Lesson 1): The Four Threats to Wealth
Course Description: Protect Your Nest Egg in Five Days Overview:Planning for retirement is more than just saving money – it’s about making sure your wealth…
AI Law Today and the Little Wall of Freedom
"A heated legal battle in Spokane Valley pits residents against city regulations over property rights, echoing historical fights for justice and sover…
Bitter Sweet
“Bitter Sweets” takes you into the heart of Humboldt Park, Chicago, where a family bakery is more than just a business—it’s a repository of unspoken…
The Silver Tsunami: How to Get Ready for the Storm and Protect Your Retirement Nest Egg
Learn about the challenges and opportunities associated with the "silver tsunami" – the aging of the baby boomer generation and its impact on long-t…