Many older adults plan to pass on their hard-earned assets to their children. In fact, trillions of dollars are expected to be passed down from Baby Boomers to future generations over the next few decades as part of the so-called…
In estate planning, there is a surprisingly common misstep that can have costly consequences for some families. A recent Wall Street Journal article highlighted this error: the failure to file an estate tax return upon the death of the first…
When the “Queen of Soul” passed away in 2018, the world mourned a voice like no other. But behind the scenes, Aretha Franklin’s family faced a years-long legal mess that could have been avoided with just one thing: a clear,…