by Shauna Newton | Sep 30, 2025 | Estate Planning, Giving
When Jimmy Buffett passed in 2023, he left behind a $275 million estate consisting of $34.5 million of real property, $15 million of equity in Strange Bird Inc., which held Buffett’s interests in various planes, $2 million in musical equipment, $5 million in vehicles...
by Shauna Newton | Jul 30, 2025 | Blog
End-of-life planning is among the most personal and emotional tasks an individual may undertake. It often involves decisions that touch on deeply held religious beliefs, cultural traditions, and family values. Yet, despite its importance, it is too often postponed...
by Shauna Newton | Jul 28, 2025 | Blog
As the global population continues to age, mental health in older adults has become an increasingly important public health issue. According to the World Health Organization, by 2050, the number of people aged sixty and older is expected to double to over two billion....
by Shauna Newton | Jul 24, 2025 | Blog
Summer is the perfect time to take a break from your everyday routine to see new places and reset. But with travel comes the possibility of unexpected events. That is why it’s crucial to ensure your estate plan is up to date and accessible before you leave. If...
by Shauna Newton | May 8, 2025 | Blog
Revocable trusts are one of the most popular estate planning tools, as they offer grantors a private, flexible method to transfer assets to their beneficiaries and avoid probate. However, it is not the type of document that is complete when it is signed and dated....
