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

A Big Move From the SEC The Securities and Exchange Commission (SEC) has officially proposed a new framework for regulating cryptocurrency. This is one of the most significant steps the U.S. government has taken toward creating clear rules for digital assets. If you own crypto, trade it, or are simply curious about it, this proposal […]

Estate Planning Family Law

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

May 1, 2026 • By Jack Gilbert

When One Small Mistake Cost a Family Everything In 2026, a legal case shook the estate planning world when a single typographical error in a will led to the complete invalidation of a $12 million estate. The case became a wake-up call for families, lawyers, and financial advisors across the country. It showed, in the […]

Estate Planning Inheritance & Wealth Transfer

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

May 1, 2026 • By Jack Gilbert

What’s the Difference Between Inheritance Tax and Estate Tax? Many people use the terms “inheritance tax” and “estate tax” interchangeably, but they are actually two very different things. Understanding the difference can save you a lot of confusion — and potentially a lot of money. An estate tax is charged on the total value of […]

Estate Planning Family Wealth Management

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

May 1, 2026 • By Jack Gilbert

What Is a Pour-Over Will? If you have spent any time researching estate planning, you may have come across the term “pour-over will.” It sounds complicated, but the basic idea is actually quite simple. A pour-over will is a type of legal document that works alongside a living trust. When you pass away, any assets […]

Estate Planning Family & Relationships

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

May 1, 2026 • By Jack Gilbert

What You Need to Know Before Disinheriting an Adult Child Deciding to leave an adult child out of your will is one of the most serious decisions you can make in estate planning. Whether the reason is a broken relationship, financial irresponsibility, or simply a choice to distribute your assets differently, the law in every […]

Cryptocurrency & Blockchain Family & Legacy Planning

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

May 1, 2026 • By Jack Gilbert

Why Digital Estate Planning Matters More Than Ever Most people spend years building up a digital life. Photos from family vacations, music libraries, cryptocurrency wallets, email accounts, social media profiles — these things hold real value, both emotional and financial. But when someone passes away, what actually happens to all of it? The truth is, […]

Estate Planning Family Law

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

May 1, 2026 • By Jack Gilbert

What Is a Quitclaim Deed? A quitclaim deed is one of the simplest ways to transfer property from one person to another. Unlike other types of deeds, it comes with no guarantees or warranties about the property’s title. The person signing it — called the grantor — simply transfers whatever ownership interest they have in […]

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

Why So Many People Get This Wrong When it comes to estate planning, most people walk into a lawyer’s office with one goal in mind: make sure their family is taken care of when they’re gone. But somewhere along the way, a surprisingly large number of people end up choosing the wrong tool for the […]

Estate Planning Family & Dependents

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

May 1, 2026 • By Jack Gilbert

So, Do You Actually Need a Will? It’s one of those questions most people avoid thinking about. Writing a will means thinking about death, and thinking about death is uncomfortable. But here’s the thing — not having a will doesn’t protect you from anything. It just means someone else gets to make the decisions you […]

Consumer Protection Divorce Law

The Hidden Cost of a ‘Quickie’ Online Divorce Service

May 1, 2026 • By Jack Gilbert

When “Fast and Cheap” Comes With a Price You Didn’t Expect Divorce is already one of the most stressful events a person can go through. So when an online service promises to handle everything quickly and cheaply, it can feel like a lifeline. But before you hand over your credit card details and click “submit,” […]

Consumer Protection Insurance

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

May 1, 2026 • By Jack Gilbert

What Insurance Adjusters Don’t Want You to Know Filing an insurance claim can already feel overwhelming. You’re dealing with damage, stress, and paperwork all at once. The last thing you need is someone working against you — but that’s exactly what can happen when an insurance adjuster gets involved. Insurance adjusters work for the insurance […]

Divorce & Separation Family Law

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

May 1, 2026 • By Jack Gilbert

Understanding What Happens to Your Pension During a Divorce Going through a divorce is one of the most stressful experiences a person can face. Between the emotional weight and the legal paperwork, it is easy to overlook important financial details — especially when it comes to your pension. Many people do not realize that a […]

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