Mon August 17, 2020

Estate Plan Oversight Can Leave Your Family in Dispute and in Court.

By |2020-08-17T16:27:35+00:00August 17th, 2020|Estate Planning|Comments Off on Estate Plan Oversight Can Leave Your Family in Dispute and in Court.

  In January, the tragic deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Brianna, shined a new light on the vital need for an estate plan. At the time, little was known about the planning strategies Kobe put in place to protect and preserve his estimated $600 million estate for his wife, [...]

Fri July 3, 2020

Your “Blended Family” May End-up in Court Unless You Do This…

By |2020-07-03T01:57:18+00:00July 3rd, 2020|Blog, Estate Planning|Comments Off on Your “Blended Family” May End-up in Court Unless You Do This…

If you have a blended family and do not plan for what happens to your assets in the event death, you are almost certainly guaranteeing hurt feelings, conflict, and maybe even a long, drawn-out court battle. So let’s start by clarifying what a blended family is and whether you have one. If you have [...]

Wed May 13, 2020

Estate Planning Must-Dos if You’re Getting Divorced—Part 2

By |2020-07-03T02:07:08+00:00May 13th, 2020|Blog, Estate Planning, Estate Planning|Comments Off on Estate Planning Must-Dos if You’re Getting Divorced—Part 2

The Estate Planning Updates Your MUST Make In the first part of this series, we discussed a few of the most critical updates you must make to your estate plan if you’re getting divorced. Here, we’ll cover the last three of these must-do planning tasks before you finalize your divorce. Because getting divorced can [...]

Fri May 8, 2020

Must-Dos if You’re Getting Divorced – Part 1

By |2020-07-03T02:06:00+00:00May 8th, 2020|Blog, Estate Planning, Estate Planning|Comments Off on Must-Dos if You’re Getting Divorced – Part 1

The Importance of Updating Your Will When Divorce is Imminent Divorce can be traumatic for the whole family. Even if the process is amicable, it involves many tough decisions, legal hassles, and painful emotions that can drag out over several months, or even years. That said, while you probably don’t [...]

Wed May 6, 2020

Help Your Parents Celebrate Life by Finding an Estate Planning Attorney

By |2020-06-17T19:23:22+00:00May 6th, 2020|Blog, Estate Planning|Comments Off on Help Your Parents Celebrate Life by Finding an Estate Planning Attorney

  How an Estate Planning Attorney Brings Your Parents' Legacy Full Circle In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical Path Institute, outlined seven simple exercises to use with your parents that can offer significant healing and completion for their life [...]

Fri March 13, 2020

The Will Planning Topic You NEED to Discuss: How Much to Share With Your Kids

By |2020-06-17T18:52:44+00:00March 13th, 2020|Blog, Estate Planning|Comments Off on The Will Planning Topic You NEED to Discuss: How Much to Share With Your Kids

Talking to Your Parents and Kids About Money In many families, money still is not an accepted or typical dinner table discussion. Surprisingly, this is especially true when it comes to affluent parents. We hope to change the conversation, because one of the most important things you can do is talk to your kids (and [...]

Tue March 10, 2020

What Happens to Your Pets When You Die?

By |2020-06-17T18:52:44+00:00March 10th, 2020|Estate Planning|Comments Off on What Happens to Your Pets When You Die?

Ensure Care for Your Animals With a Pet Trust If you have pets, my guess is that you love them as much as you do your children. However, I’m also guessing that you have not provided any written or, better yet, legally documented instructions about what should happen to them if you become incapacitated or [...]

Thu February 13, 2020

Business Succession Planning Helps Sell Your Business for What it’s Worth

By |2020-02-24T09:18:20+00:00February 13th, 2020|Blog, Business Law|Comments Off on Business Succession Planning Helps Sell Your Business for What it’s Worth

Maximize the Value of Your Business  It’s anticipated that during the next two decades, retiring business owners will sell over twelve million businesses.  So, if you are over the age of forty and your business is the main asset of your life’s work, it’s important to preserve your legacy. This is especially true when it [...]

Mon February 10, 2020

Kobe Bryant’s Family Will Get Trusted Support When It Needs It – What About Your Family?

By |2020-06-17T18:52:44+00:00February 10th, 2020|Blog, Estate Planning|Comments Off on Kobe Bryant’s Family Will Get Trusted Support When It Needs It – What About Your Family?

Will Your Family Receive the Trusted Estate Planning Help it Needs? Since Kobe’s wife, Vanessa, survives him (and it’s been widely reported that they married without a prenuptial agreement), it is most likely that she will inherit everything. And due to the “spousal exemption,” those assets will pass [...]

Tue February 4, 2020

Kobe Bryant’s Untimely Death Highlights the Vital Need for Estate Planning at All Ages

By |2020-06-17T18:52:43+00:00February 4th, 2020|Blog, Estate Planning|Comments Off on Kobe Bryant’s Untimely Death Highlights the Vital Need for Estate Planning at All Ages

Kobe Bryant’s Untimely Death Highlights the Vital Need for Estate Planning at All Ages. You have likely already heard that on January 26, 2020, basketball legend Kobe Bryant was killed in a helicopter crash in Los Angeles, California. Also killed in the tragic accident was his 13-year-old daughter, Gianna, and seven other passengers, who were [...]

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