Personal Finance

Explore a wealth of resources dedicated to personal finance, where you can find expert insights on legal aspects of financial planning, debt management, and estate planning. Our comprehensive articles and video interviews with attorneys provide valuable information on navigating financial legalities, protecting your assets, and understanding your rights. Whether you're seeking guidance on bankruptcy, investments, or credit issues, this category equips you with the knowledge to make informed financial decisions within the legal framework.

85 posts

The SEC Just Proposed a Crypto Framework — Here’s What It Means for Your Wallet

May 1, 2026 • By Jack Gilbert

The SEC has proposed a new crypto regulatory framework that could reshape how digital assets are classified and traded in the U.S. If adopted, it may impact exchanges, token issuers, and everyday holders through new compliance and disclosure rules. This article explains the proposal, what might change for buying, selling, and holding crypto, and key […]

Estate Planning Family Law

How a Single Typo in a Will Invalidated a $12 Million Estate in 2026

May 1, 2026 • By Jack Gilbert

A single typo can invalidate an entire will and force a multimillion-dollar estate—like a reported $12 million case in 2026—into costly probate litigation. Even minor errors in names, beneficiaries, or key dispositive clauses can create fatal ambiguity and trigger challenges, delays, and unintended distributions under state law. This article explains how typos can void or […]

Estate Planning Inheritance & Wealth Transfer

Inheritance Tax vs. Estate Tax – The 17 States That Still Charge You

May 1, 2026 • By Jack Gilbert

Inheritance tax and estate tax are different—and only 17 states still impose one, the other, or both. Estate tax is paid by the estate before assets are distributed, while inheritance tax is paid by certain beneficiaries who receive property. This article explains the key differences, which states still tax inheritances or estates, who owes the […]

Estate Planning Family Wealth Management

The ‘Pour-Over’ Will Combo That Most Estate Lawyers Now Recommend

May 1, 2026 • By Jack Gilbert

Most estate lawyers now recommend pairing a revocable living trust with a “pour-over” will to ensure any assets left outside the trust still end up in it at death. This combo creates a clear backstop for missed accounts while streamlining distribution under your trust plan and keeping more details private than a will alone. This […]

Estate Planning Family & Relationships

How to Disinherit an Adult Child — Legally, in Every State

May 1, 2026 • By Jack Gilbert

In all 50 states, you can legally disinherit an adult child if your will (or trust) clearly states that intent. The safest approach is to name the child and explicitly leave them nothing to reduce “forgotten heir” and contest risks. This article covers state-by-state rules, required wording, and common pitfalls to avoid. What You Need […]

Cryptocurrency & Blockchain Family & Legacy Planning

Digital Estate Planning – What Happens to Your Apple ID, Crypto, and Photos

May 1, 2026 • By Jack Gilbert

Digital estate planning is the only way to ensure heirs can access Apple ID data, crypto wallets, and photos, since most platforms block login sharing and require legal proof. Setting legacy contacts, an inventory, and clear authorization in your estate documents prevents delays and loss. This article explains what happens to key accounts and how […]

Estate Planning Family Law

Quitclaim Deeds – Why Grandma’s Well-Intentioned Signature Could Trigger Taxes

May 1, 2026 • By Jack Gilbert

A quitclaim deed can trigger federal gift tax reporting once the value transferred exceeds the annual exclusion ($19,000 per recipient in 2025). Because it gives no title warranties, it can also create future title and capital gains problems when the home is sold. This article explains how quitclaim deeds work, the tax risks, and safer […]

Estate Planning Family & Wealth Protection

The Difference Between a Will and a Trust — and Why Most People Pick Wrong

May 1, 2026 • By Jack Gilbert

A will controls who inherits after death and usually goes through probate, while a trust can transfer assets without probate and add privacy and control. Most people choose wrong by focusing only on cost instead of how their assets are titled and whether they want to avoid court. This article explains key differences, common mistakes, […]

Estate Planning Family & Dependents

Do I Need a Will? The Honest Answer Depends on These 4 Things

May 1, 2026 • By Jack Gilbert

Most adults should have a will, and 4 key factors determine how urgent it is. Without one, state intestacy laws decide who inherits and who manages your estate, often causing delays and disputes. This article explains those 4 factors and when to create or update a will. So, Do You Actually Need a Will? It’s […]

Consumer Protection Divorce Law

The Hidden Cost of a ‘Quickie’ Online Divorce Service

May 1, 2026 • By Jack Gilbert

Quickie online divorce services can cost hundreds to thousands more if paperwork is rejected or key issues are missed. Courts may require refiling, added filing fees, and attorney help to fix errors or enforce unfair agreements. This article explains common hidden costs, legal risks, and when hiring a local divorce lawyer is smarter. When “Fast […]

Consumer Protection Insurance

The One Thing Insurance Adjusters Say to Get You to Lower Your Claim

May 1, 2026 • By Jack Gilbert

Insurance adjusters often try to reduce payouts by getting you to agree to a “quick, fair settlement” before you understand the full value of your claim. That phrase can pressure you to accept less than you need for medical bills, lost wages, and future treatment. This article explains why adjusters use it, what to say […]

Divorce & Separation Family Law

Divorce and Your Frozen Pension – A Step-by-Step Guide

May 1, 2026 • By Jack Gilbert

A frozen pension earned during marriage is typically a marital asset and may be split in divorce, often 50/50 in community-property states. Division is usually done with a QDRO or similar court order that sets each spouse’s share without triggering immediate taxes. This article explains valuation methods, step-by-step division, and how to protect your retirement […]

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