Why a Family Wealth Inventory Is an Essential Part of Your Estate Plan
James Howells accidentally threw away a hard drive containing 8,000 Bitcoin (BTC) , now worth approximately $700 million, and his decade-long struggle to recover his fortune offers vital lessons for proper estate planning in our increasingly digital world.
Five players on the floor functioning as one single unit: team, team, team – no one more important than the other
Gene Hackman's $80 million fortune is in legal limbo after his wife died just days before he did, highlighting the estate planning crisis that countless families face, including possibly yours.
Why We Say That Reviewing Your Trust Regularly Is Not Optional—It's Imperative
Many people believe that once they've created a trust, they can simply file it away and forget about it. But just like your health needs regular check-ups, your whole estate plan (including your trust) requires periodic reviews to ensure your plan will work for your loved ones, and not fail when they need it.
Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits
Your life savings may exceed FDIC insurance limits, leaving portions of your hard-earned money unprotected if your bank fails. Learn strategic approaches to safeguard your entire financial legacy and ensure the maximum protection for your deposits.