Updating Your Living Trust: When, Why, and How Often

Updating Your Living Trust: When, Why, and How Often

Why It’s Important to Update Your Living Trust Your living trust plays a key role in your estate plan by ensuring your assets are distributed according to your wishes. However, life evolves—relationships, finances, and priorities shift over time. To keep your trust...
Estate Planning Lessons from Jerry Garcia’s Probate Nightmare

Estate Planning Lessons from Jerry Garcia’s Probate Nightmare

Jerry Garcia’s Probate Nightmare Jerry Garcia, the legendary frontman of the Grateful Dead, left behind more than iconic music. He also left his heirs entangled in a 9-year legal battle over his estate, which was filled with claims, disputes, and costly probate fees....
Estate Planning Lessons from Doris Duke’s Controversial Will

Estate Planning Lessons from Doris Duke’s Controversial Will

Estate Planning Lessons from Doris Duke’s Controversial Will Doris Duke, the famous tobacco heiress, was once dubbed “the richest girl in the world.” Born into vast wealth, she led a life filled with art, philanthropy, and real estate. Despite her charitable...