Fri September 24, 2021

Why You Need an Estate Plan if You Have No Heirs

By |2021-09-24T14:16:25+00:00September 24th, 2021|Blog, Estate Planning, Estate Planning|Comments Off on Why You Need an Estate Plan if You Have No Heirs

Life takes us all in different directions and we all have different goals. Many think that having an estate plan is only important for those with children or with family that they are planning on  leaving their estate to. While it is important for those people to have an estate plan, it can be [...]

Wed September 15, 2021

How Estate Planning Works

By |2021-09-15T15:16:08+00:00September 15th, 2021|Blog, Estate Planning, Estate Planning|Comments Off on How Estate Planning Works

With so many misconceptions about estate planning, it can be confusing to know exactly how estate planning works. These misconceptions can also keep you from starting an estate plan because the entire process may seem overwhelming. Paired with no one wanting to think about the end of their life, estate planning can be put [...]

Fri September 10, 2021

What Estate Planning Documents Do I Need?

By |2021-09-10T14:25:14+00:00September 10th, 2021|Blog, Estate Planning, Estate Planning, Tips|Comments Off on What Estate Planning Documents Do I Need?

With so many misconceptions about estate planning, it’s hard to know what you need to have prepared for your loved ones in case the worst happens. Many think that an estate plan just involves having a will. Of course a will is great to have, but there is much more to an estate plan [...]

Fri September 3, 2021

Your Estate Plan Isn’t Permanent

By |2021-09-03T14:16:05+00:00September 3rd, 2021|Blog, Estate Planning, Estate Planning|Comments Off on Your Estate Plan Isn’t Permanent

A common misconception is that once your estate plan is signed that it’s set in stone and permanent. This fear may lead to avoiding putting together an estate plan altogether, but this misconception could not be further from the truth. Your estate plan isn't permanent. Just as you go through different chapters and changes [...]

Fri August 27, 2021

How to Choose Beneficiaries for Your Estate Plan

By |2021-08-27T12:51:55+00:00August 27th, 2021|Uncategorized|Comments Off on How to Choose Beneficiaries for Your Estate Plan

Every family has different dynamics and different circumstances when it comes to planning for the future. Regardless of your wealth or your family situation, one task you’ll be faced with while planning your estate is to choose your beneficiaries who will be receiving your assets. Maybe you think that answer is easy and you [...]

Fri August 20, 2021

What You Should Know About the Great Wealth Transfer

By |2021-08-20T14:45:24+00:00August 20th, 2021|Blog, Estate Planning, Estate Planning|Comments Off on What You Should Know About the Great Wealth Transfer

We are in the midst of the greatest generational wealth transfer in history. It’s estimated that the baby boomer generation and approximately 45 million households will be passing on a staggering $68 trillion dollars over the next 25 years. With the majority of this wealth being passed to the next generation, it’s best to [...]

Fri August 13, 2021

Do You Need a Trust-Based Estate Plan?

By |2021-08-13T14:31:08+00:00August 13th, 2021|Blog, Estate Planning, Tips|Comments Off on Do You Need a Trust-Based Estate Plan?

Many times when thinking of an estate plan, most people think of having a will. A will is great to have, but there may be more benefits to having a trust-based estate plan. A will documents your wishes for the distribution of your assets upon your death. With a trust plan, you have more [...]

Fri August 6, 2021

Scholastic CEO Billionaire Leaves Nothing for His Family

By |2021-08-06T14:20:57+00:00August 6th, 2021|Blog, Business Structure, Estate Planning, Estate Planning, Tips|Comments Off on Scholastic CEO Billionaire Leaves Nothing for His Family

Leaving A Legacy You’ve heard the recent news that a billionaire died unexpectedly leaving a very surprising estate plan. Scholastic CEO M. Richard Robinson Jr. died unexpectedly in June 2021 and left behind a plan to leave control of the $1.2 billion company to its Chief Strategy Officer of the company, Iole Lucchese, whom [...]

Fri July 30, 2021

Not Having an Estate Plan is Still a Plan…

By |2021-07-30T14:33:58+00:00July 30th, 2021|Blog, Estate Planning, Tips|Comments Off on Not Having an Estate Plan is Still a Plan…

Not having an estate plan means you do have a plan, a plan that could leave your loved ones potentially with nothing. It’s estimated that 50-60% of Americans don’t have a Will and with over half of the country living without a proper estate plan, that means there’s a lot of relatives and friends [...]

Fri July 23, 2021

What We Can Learn From Britney Spears’s Conservatorship

By |2021-07-23T14:32:04+00:00July 23rd, 2021|Blog, Estate Planning, Estate Planning|Comments Off on What We Can Learn From Britney Spears’s Conservatorship

Britney Spears has recently been making headlines as she goes to court to battle the conservatorship she has been placed under. While many are familiar with her situation, it’s still shocking to hear that the conservatorship has been in place for 13 years and during this time Britney has released multiple albums, put on [...]

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