by Shauna Newton | Oct 12, 2026 | Estate Planning
Author: Tiffany Wingo, JD Last month’s newsletter detailed the various types of special needs trusts. If you have a family member with a disability, you should consider incorporating a special needs trust into your estate plan. The disabled family member...
by Shauna Newton | Oct 12, 2026 | Estate Planning
Author: Reema Bounajem, JD Major life events, such as marriage, the birth of a child, or divorce, can be good opportunities to review how your real estate is titled. A real estate deed identifies who owns the real estate, and when there are multiple owners, what type...
by Shauna Newton | Jul 6, 2026 | Estate Planning
Author: Tiffany Wingo, JD If you are caring for a family member with a disability, a special needs trust (also called a supplemental needs trust) can be an important planning tool to help provide for your loved one. When an individual with a disability receives...
by Shauna Newton | Sep 30, 2025 | Estate Planning, Giving
Author: Tiffany Wingo, JD 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...
by Shauna Newton | Jul 30, 2025 | Estate Planning
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 24, 2025 | Estate Planning
Author: Reema Bounajem, JD 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...
