What the Jimmy Buffett Trust Battle Can Teach Every Family About Estate Planning

A $275 million Trust. A widow. A trusted advisor turned co-Trustee. A family legal battle that could have been prevented, and what you should learn from it. When Jimmy Buffett passed away, most people assumed his $275 million estate would be handled with ease. He had the right tools in place, like a QTIP Trust, […]

Estate Planning for New Parents: A Guide From a Mom and Estate Planning Attorney

Becoming a mom has been one of the most rewarding and transformative experiences in my life. The excitement, the challenges, and the overwhelming love I feel for my son are things you can’t quite prepare for. But as both a new mom and an Estate Planning attorney, I’ve realized that there’s one thing (which isn’t […]