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Author name: Emily Mansoor

Adding Toppings to Your Estate Plan

As much as Americans love ice cream, our tastes run pretty plain. Vanilla, chocolate, and strawberry consistently dominate “Top 5” flavor lists.1 When we add toppings, we usually reach for the familiar—sauces, nuts, and sprinkles. Some people go for bolder choices such as candy or cereal, but toppings generally rank lower in importance compared to flavor, price, or portion size. Still, the abundance of available flavors and toppings exists for a reason: People have different tastes and want different things, some simple, others more sophisticated. They may start with the basics, then mix in layers to […]

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What to Do When a Disability Throws Your Estate Plan into Chaos

As poet Robert Burns mused centuries ago, the best-laid plans of mice and men often go awry. Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency in life. A car accident, sudden illness, workplace injury, or chronic medical condition can force you to reevaluate the core assumptions you used to plan

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Important Legacy Questions You Should Answer in Your Estate Plan

When beginning any type of planning, you usually start with some preliminary questions. Estate planning is no different. When you begin the process, your estate planning attorney will likely ask about your family members, the accounts and property you own, and whom you want to include in your estate plan. As you dive deeper into

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The Estate of Richard Simmons: Sweatin’ the Small Stuff

Fitness icon Richard Simmons, known for his flamboyant personality, high energy, and trademark attire, passed away in July 2024 following a fall at his Los Angeles home. Because of a legal dispute between his longtime housekeeper, Teresa Reveles Muro, and his brother, Leonard (Lenny) Simmons, the estate of the Sweatin’ to the Oldies star is now

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Could a Domestic Asset Protection Trust Be the Right Trust for You?

There are more ways to create wealth today than ever before. Whether you are working a traditional nine-to-five job and investing in the stock market, a full-time investor taking advantage of online trading platforms and international markets, running an online business that you hope becomes your main income source, or a serial entrepreneur, the landscape

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Elevate Your Financial Security: Mastering Asset Protection Strategies

Remember Your First Line of Defense: Insurance The modern insurance market dates to seventeenth-century London, where merchants reeling from the Great Fire of London started pooling funds to cover fire losses. Today, this same basic concept—pooling risk to protect individuals and businesses from catastrophic loss—underpins nearly every sector of the global economy. The US insurance

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