Malcolm-Jamal Warner, best known as Theo Huxtable on The Cosby Show, died in 2025. One year later, his widow alleges that roughly $1.2 million in commitments under their premarital agreement were never completed, a $1 million life insurance policy that was never purchased, a Roth IRA that was never funded, and annual anniversary payments that were never made. And now their nine-year-old daughter is caught in the middle. The lesson here isn't about celebrity or money. It's about follow-through. Here's what this dispute can teach every family about making sure the plan you put on paper actually gets done.

You've probably heard the saying, "Friends don't let friends drive drunk." I'd add another one: Friends don't let friends go through life without an estate plan. According to Caring.com, only 24% of Americans have a will. That means there's a good chance someone you care about is completely unprepared and you may be the one person willing to start the conversation. Here's how to bring it up without making it awkward, and what to tell them about what real estate planning actually looks like. August is National Make a Will Month, which makes this the perfect time to have that conversation.

You've brought it up. More than once. And every time, your spouse says, "We'll get to it." Here's the problem: "later" isn't an estate plan. Every week that goes by without a plan is another week your family is relying on chance instead of clear decisions. If you and your spouse aren't on the same page, don't give up. Here's how to move the conversation forward and what you can start doing today. Read more…

Just naming guardians in your will? Cute—but not nearly enough to truly protect your kids if life throws a curveball. Learn the 10 biggest mistakes parents make (and how a solid Kids Protection Plan® locks it all down with zero guesswork). Read more.

James Howells tossed a hard drive with 8,000 Bitcoin—yep, that’s around $700 million straight into the trash.  And he’s been trying to dig it out (literally) for over a decade.

Moral of the story? If your digital assets aren’t part of your estate plan, you might as well be throwing them out too. Let’s make sure your legacy doesn’t end up in a landfill.

Read more and plan smarter.

As a father, you've always worked hard to provide the best for your family, ensuring their well-being and securing their future. However, even the most carefully thought-out plans can fall short if you overlook the complexities of estate planning. Read more.

Memorial Day offers a chance to contemplate mortality, remembrance, and legacy. But what exactly is a legacy, and how does it relate to you? Read more.

Last week, we started to explore 10 life changes that might affect your estate plan. This week, we’re coving five more life events that mean it’s time to review your plan. Read more…

Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they were expecting and that the deceased left most of their estate to an individual they only recently met, who wasn’t even a relative. While it’s not always the case, in some situations, this can mean your loved one was taken advantage of by a bad actor, who manipulated him or her into cutting out close family members from their plan and leaving assets to the bad actor instead.

This is called "undue influence," and it’s not only unethical, it’s illegal and considered a form of elder abuse. Given the growing number of seniors, the prevalence of diminished capacity associated with aging, and the concentration of wealth among elderly Baby Boomers, we’re likely to see a serious surge in cases involving undue influence in the coming years.