by Shauna Newton | Jul 6, 2026 | Estate Planning
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 financial support from public...
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 | 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
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 | Estate Planning
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....
by Great Plains | Jun 14, 2022 | Estate Planning
You have probably heard the terms “Bitcoin”, “Dogecoin” or maybe even “Ethereum” even if you do not own any of these assets yourself. All of these terms are names for cryptocurrency, which is a digital asset that is created and traded online on exchanges like Coinbase...
