Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential

Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential

Eric S. Beutel
Published on: 31/03/2025

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. Read more...

Estate PlanningTrusts
Planning a Trip? Protect Your Children with a Kids Protection Plan

Planning a Trip? Protect Your Children with a Kids Protection Plan

Eric S. Beutel
Published on: 10/03/2025

As Spring Break approaches, followed by summer, many parents are planning fun getaways with their children. However, few consider what would happen to their kids if an emergency occurred during their travels. Read more…

Estate Planning
Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy

Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy

Eric S. Beutel
Published on: 24/02/2025

Actress Shannen Doherty’s death last year highlights how critical timing can be when it comes to estate planning during divorce. Her last-minute divorce likely saved her estate millions and prevented years of legal battles. Read more...

Estate PlanningProbateFamily Finance
The Unexpected Challenges of Being an Estate Executor

The Unexpected Challenges of Being an Estate Executor

Eric S. Beutel
Published on: 17/02/2025

Being named executor is often seen as an honor, but many don’t realize the complex responsibilities and potential family dynamics involved. The role requires more than expected, from immediate financial obligations to long-term asset management. Read more...

Estate PlanningProbate

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