Woe to the person who inherits a Health Savings Account. Alhambra's Bob Williams describes the pitfalls and what to watch out for.
The times they are a-changin’. It was true when Bob Dylan wrote those words more than 55 years ago, and it’s just as true...
Revocable Living Trusts have become a very common estate planning technique. A Trust can replace a Will because it outlines how your assets are...
Over the years, I’ve told you about lots of celebrities who died without an estate plan and how much their heirs lost because of...

Beneficiary Audit

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Do you want your ex-spouse to get your money when you die? Or how about someone that’s fallen out of your good graces? No...
Tom Petty is in good company, not just as a rock-n-roll legend, but as another star whose estate is in turmoil. The plethora of lawsuits are...
Saying you need an estate plan is like saying you need to eat your vegetables. You know it’s good for you but there are...
Celebrities are often placed on a pedestal because of their success and their extraordinary talent—people like Elvis, Aretha Franklin, Prince, Michael Jackson, Howard Hughes,...