A secure estate begins with proactive planning that avoids common mistakes such as last-minute transfers, mixed assets, and reliance on a single protective tool.
The Michael Jackson estate provides a rare window into how long-term disputes, fiduciary confusion, and valuation delays can stall inheritances and what everyday families can do to prevent similar problems.
A reminder that Do-It-Yourself estate planning can fail in the same way cheating on an exam fails because shortcuts often create larger risks that place a lifetime of work and family security in jeopardy.
As U.S. agencies expand oversight of digital assets, individuals who hold cryptocurrency or tokenized investments should plan for stricter reporting, taxation, and transfer rules that will align these holdings with traditional forms of wealth.
As we reset our clocks this fall, the story of America’s oldest working town clock reminds us that while time can be adjusted, the time we have to prepare for the future cannot.
A visit to Hunt Valley’s System Source Computer Museum reveals how technology reshaped modern life, while reminding us that the foundation of estate planning remains expertise, care, and human connection.
A 1971 Yale experiment on irrational bidding reveals how emotion, pride, and loss aversion can turn financial decisions, and even estate planning, into costly traps.
The upcoming 2026 estate tax changes could affect more than just the wealthy, learn how the reduced exemption may impact Maryland families and why now is the time to plan ahead.
You spent a lifetime building your business. Don’t let poor planning decide how you leave it. Whether selling, passing it down to family, or transitioning to employees, your exit strategy is your legacy.
Jimmy Buffett’s $275 million estate dispute highlights how even the wealthiest families can suffer from poor planning, lack of transparency, and vague trust administration, offering critical lessons for families of all sizes.
