Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future

Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future

Eric S. Beutel
Published on: 03/02/2025

Putting your home in a trust is a smart estate planning move, but it can create unexpected insurance complications if handled incorrectly. Learn how to protect one of your most valuable assets by properly aligning your homeowner’s insurance with your trust. Read more...

Estate PlanningTrustsFamily Finance
4 Estate Planning Myths That Put Your Loved Ones at Risk

4 Estate Planning Myths That Put Your Loved Ones at Risk

Eric S. Beutel
Published on: 13/01/2025

Recent surveys reveal a troubling trend: only 32% of Americans have a will, down 6% from 2023. This decline points to four dangerous myths about estate planning that could put your loved ones at risk. Read more…

Estate PlanningElder LawTrusts
Year-End Options for Giving to Charity

Year-End Options for Giving to Charity

Eric S. Beutel
Published on: 16/12/2024

As the year comes to a close, many people are reflecting on the causes and organizations they care about most. Charitable giving is a powerful way to support those causes while also offering potential tax benefits. Whether you're looking to donate cash, property, or create a lasting legacy, strategic planning can maximize the impact of your generosity.

Estate PlanningTrusts
Lessons from Tony Bennett’s Estate Battle

Lessons from Tony Bennett’s Estate Battle

Eric S. Beutel
Published on: 25/11/2024

When legendary singer Tony Bennett passed away in July 2023, he left behind a musical legacy spanning over seven decades and, unfortunately, a family dispute now playing out in court. Read more…

Estate PlanningProbateTrusts

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