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legal education

Still Fighting: The Estate Planning Legacy of Shannen Doherty

July 6, 2026legal education, Estate Planning

Shannen Doherty’s Final Lesson: The Right Plan Still Needs the Right People Estimated read time: ~6 minutes. For a generation of viewers, Shannen Doherty was not just an actress. She was Brenda Walsh walking the hallways of West Beverly Hills High with a sharp tongue, a wounded heart, and the kind of presence that made the screen feel smaller around her. Later, she was Prue Halliwell on Charmed, carrying a different kind of power, controlled, forceful, almost defiant. She was fierce before … [Read more...] about Still Fighting: The Estate Planning Legacy of Shannen Doherty

This Fourth of July, Declare Your Independence From Intestac

July 2, 2026legal education, Estate Planning

Estimated read time: ~6 minutes. Every Fourth of July, families gather under the familiar rituals of summer. The grill is lit. The children run through the yard. Someone brings too much food. Someone starts telling the same story they told last year. By evening, the sky fills with color, and for a few hours, the country returns to one of its oldest promises: that people should have the right to determine their own destiny. That is the idea we … [Read more...] about This Fourth of July, Declare Your Independence From Intestac

The IRS “Dirty Dozen” Isn’t a List — It’s a Hit Parade

April 1, 2026legal education, Estate Planning, taxation

This year, the IRS dropped the 2026 Dirty Dozen on National “Slam the Scam” Day — not because it’s cute branding, but because the scams are evolving faster than most people realize. Estimated read time: ~6 minutes. Every year, the IRS publishes its “Dirty Dozen” list — the worst tax scams they saw spreading in the wild. It’s part of the broader Security Summit campaign (IRS + state tax agencies + the tax industry) built to stop identity theft and fraud. And here’s the scary … [Read more...] about The IRS “Dirty Dozen” Isn’t a List — It’s a Hit Parade

A Tote, a Festival, and a Legacy

October 1, 2025legal education, Estate Planning, Will

When Eric and Veronica Amis walked through the gates of the Monterey Jazz Festival this year, they carried with them a clear tote bag. In their own words: “Greetings! Thank you so very much for the clear bag. It was perfect for the Monterey Jazz Festival that we attended. Also, thank you for thinking of me in a very special way as I journey through my untimely diagnosis. God is merciful and grateful!”— Eric & Veronica Amis, October 2025 On the surface, it’s a simple thank you for a … [Read more...] about A Tote, a Festival, and a Legacy

“Let’s Go Crazy” … Over Prince’s Estate

September 18, 2025legal education, Estate Planning

When Prince died over nine (9) years ago, he shocked his fans one last time.  Turns out,  his unexpected death wasn’t the last surprise.  Prince died without an Estate Plan causing his siblings to spend the next six years fighting over his Estate. 6-minute read ⏱️ Nearly a decade after his passing, the headlines keep coming—this time, a suit by Apollonia over her name. Strip away the celebrity, and you’re left with a painfully ordinary truth: a brilliant, private person died without a plan. … [Read more...] about “Let’s Go Crazy” … Over Prince’s Estate

Legacy Club | July 19th, 2025 | Culver City | RECAP SPOTLIGHT (Chip Sroufe)

August 1, 2025legal education, Estate Planning

Legacy Club | July 19th, 2025 | Culver City | RECAP Chip Sroufe of @coregroup.usa delivered a wake-up call that cut through the noise: long-term care isn’t just a possibility—it’s a near certainty for millions of aging Americans. And failing to plan for it can quietly dismantle even the most carefully built legacy. With clarity, empathy, and real-world financial insight, Chip walked attendees through the hard numbers: “70% of people over the age of 65 will need some form of … [Read more...] about Legacy Club | July 19th, 2025 | Culver City | RECAP SPOTLIGHT (Chip Sroufe)

Gratitude, Legacy, and Peace of Mind: Why Estate Planning is the Greatest Gift This Thanksgiving

November 27, 2024Estate Planning, Incapacity Planning, Legacy Planning, legal education, Trust, Generational Wealth

Why Estate Planning is the Ultimate Thanksgiving Prep—and the Gift of a Lifetime As you gather around the Thanksgiving table this year, there’s something magical in the air. It’s the laughter of family, the warmth of gratitude, and the delicious promise of that first bite of pumpkin pie. For just a moment, life feels beautifully simple. But behind the scenes? That simplicity was no accident—it was planned. The turkey didn’t roast itself. The sweet potatoes didn’t magically caramelize. And … [Read more...] about Gratitude, Legacy, and Peace of Mind: Why Estate Planning is the Greatest Gift This Thanksgiving

Unlocking the Power of Trusts: When Are They a Must? (Part 2)

October 1, 2024Estate Planning, legal education, Estate Planning, Trust, Generational Wealth

Estate Planning There’s Something Here for Everyone (1)

In this second installment of our series, we're diving into the most common pitfalls in estate planning and, more importantly, how you can avoid them. If you think just having an estate plan in place means you’re set, think again. The reality is that even the best-laid plans can fall apart if you don’t know the landscape. Whether you’ve just started thinking about your estate or already have a plan in place, there are countless ways it can go sideways. So, let’s break it down into four … [Read more...] about Unlocking the Power of Trusts: When Are They a Must? (Part 2)

Spotlight: Attorney John Sweeney Illuminates Inequities in LA Real Estate: Bridging Past Biases to Secure Future Legacies

May 2, 2024Uncategorized, Estate Planning, legal education, Revocable Trust, Estate Planning, Black Family Wealth, Black Wealth, Financial Planning, Trust

On March 28th the Inglewood Board of Realtor Annual Installation at the Proud Bird. Attorney John Sweeney gave the keynote address highlighting systemic bias in LA's real estate development, focusing on historic discriminatory practices like restrictive covenants. These barriers, though legally removed, still hinder African American communities. Attorney Sweeney's discourse extends to contemporary challenges like Proposition 19, discussed with Attorney Collins. Prop 19 underscores the threat … [Read more...] about Spotlight: Attorney John Sweeney Illuminates Inequities in LA Real Estate: Bridging Past Biases to Secure Future Legacies

Estate Planning Lessons from the Movies – Part I

December 4, 2023legal education, Estate Planning

It’s rare that a movie centers on an archaic estate planning issue, but that’s exactly what Martin Scorsese’s latest film does. Recently Killers of the Flower Moon was released in theaters to critical acclaim. That’s no surprise. The surprise is that the central conflict of the movie focuses on several Estate Planning issues and provides real-life lessons for all of us. Read on to learn more. … [Read more...] about Estate Planning Lessons from the Movies – Part I

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