Check out our blog posts for Estate Planning tips, resources, and recent developments

The Special Needs Planning Lesson We Learned From Aretha Franklin's Estate Battle
Aretha Franklin wowed America and the world as the Queen of Soul, but Aretha did not wow us with her estate planning. She left two handwritten Wills, and the one a jury ruled valid was found stuffed between her couch cushions. To settle a dispute over the two Wills, two of her sons went to court against a third, and while the two may have declared victory, it’s hard to feel that anyone truly won. An estate initially estimated to be valued at $80 million was whittled down to $4 million by the time the case was concluded, and while some funds were lost unnecessarily to taxes, a large portion was lost to the lawsuit itself.

Stephen “tWitch” Boss Dies Without a Will
Stephen “tWitch” Boss, a hip-hop dancer, choreographer, and TV producer known for his role on So You Think You Can Dance and The Ellen Show, passed away suddenly on December 13, 2022. Because Boss died without a Will or Trust, Boss’ widow and three children must navigate the court system to collect his assets. Find out why this cautionary tale is relevant to everyone, not just the rich and famous.