Fri April 16, 2021

Estate Planning Tips for Child-Free Couples

By |2021-04-16T15:37:38+00:00April 16th, 2021|Uncategorized|Comments Off on Estate Planning Tips for Child-Free Couples

Not all adults walk the same path in life and more and more of the growing generations are choosing to not have children and instead committing to a child-free lifestyle. Deciding not to have children may come with a sense that with no heirs to leave your wealth after your death, that you don’t [...]

Fri April 9, 2021

The Digital Age and Estate Planning

By |2021-04-09T14:26:58+00:00April 9th, 2021|Blog, Estate Planning, Estate Planning, Tips|Comments Off on The Digital Age and Estate Planning

We have to face the fact that our lives are becoming more digitized. With technology taking over, it's important to consider your digital assets in your estate plan and how we have been traditionally planning for our futures may need to change. Our digital assets are becoming more valuable than some of our physical [...]

Fri April 2, 2021

Does Your Estate Plan Protect Your Intellectual Property?

By |2021-04-02T14:52:40+00:00April 2nd, 2021|Blog, Estate Planning, Tips|Comments Off on Does Your Estate Plan Protect Your Intellectual Property?

If you own a business, you almost certainly have intellectual property and maybe you don't know about protecting your intellectual property. However, because your intellectual property is intangible, it can be invisible to you and those who aren’t familiar with the nature of intellectual property and its value, so it often gets overlooked, especially [...]

Fri March 26, 2021

What Does Beneficiaries of Estate Mean?

By |2021-03-26T14:20:08+00:00March 26th, 2021|Estate Planning, Tips|Comments Off on What Does Beneficiaries of Estate Mean?

The Term “Beneficiaries” Beneficiary is the legal term for the person or people who will inherit your assets. You may also think of “heir” or “inheritance”, these are all related to beneficiaries. Beneficiaries of an estate may receive your assets including money, investments, property, personal belongings, etc. The beneficiaries of someone’s estate will be [...]

Fri March 19, 2021

What Is a Living WIll?

By |2021-03-19T14:50:21+00:00March 19th, 2021|Estate Planning, Tips|Comments Off on What Is a Living WIll?

There’s a major misconception that a will (last will and testament) is all you need at the end of your life, but do you know what a Living Will is? We have previously discussed Wills vs. Trusts and which you may need, but there are differences between a last will and testament and a [...]

Fri March 12, 2021

Business Succession Planning for Women Business Owners

By |2021-03-12T16:33:25+00:00March 12th, 2021|Blog, Estate Planning, Estate Planning, Tips|Comments Off on Business Succession Planning for Women Business Owners

In celebration of International Women’s Day this week, we wanted to highlight women business owners and the best ways to protect their businesses. A business succession plan is an important part of running a business in the case of an emergency, and for women business owners there are many reasons it's even more necessary [...]

Fri March 5, 2021

What is Estate Planning?

By |2021-03-05T15:15:28+00:00March 5th, 2021|Blog, Estate Planning, Tips|Comments Off on What is Estate Planning?

We are taking it back to the basics and answering the question- “What is estate planning?”.  Estate planning is making a plan for who will receive your assets upon your death. Your assets include your property, money, investment accounts, personal items, life insurance, anything that you can claim as yours. The reason you want [...]

Fri February 26, 2021

Everyone Needs to Watch Netflix Hit Movie – “I Care a Lot”!

By |2021-02-26T17:18:47+00:00February 26th, 2021|Blog, Estate Planning, Estate Planning, Tips|Comments Off on Everyone Needs to Watch Netflix Hit Movie – “I Care a Lot”!

Too Busy to Think About Your Estate Planning? Think again. Not Having an Estate Plan Creates a Greater Chance of Becoming a Victim of a Guardianship Scam.  Trending now on Netflix is a new film “I Care a Lot,” starring Rosamund Pike as Marla Grayson, a character who uses probate court, corrupt doctors, unscrupulous [...]

Fri February 19, 2021

Larry King’s Secret Will Shows Why Updating Your Estate Plan is So Important

By |2021-02-19T17:32:15+00:00February 19th, 2021|Blog, Estate Planning, Uncategorized|Comments Off on Larry King’s Secret Will Shows Why Updating Your Estate Plan is So Important

We have seen many examples of celebrities not having an estate plan when they pass, or why updating your estate plan is so crucial in case the unexpected happens. This is always frustrating to see since we know that they have the means to get their affairs in order, and also have a responsibility [...]

Fri February 12, 2021

Naming Guardians for Your Kids

By |2021-02-17T19:22:11+00:00February 12th, 2021|Blog, Estate Planning|Comments Off on Naming Guardians for Your Kids

Despite many uncertainties of today's life, many families fail to name guardians for their kids. Nearly 69% of parents have not named guardians for their kids. As parents, our children’s safety is always top of mind. We spend most of our time thinking about their needs and planning for their future. But what happens [...]

Go to Top