Wed November 25, 2020

Four Steps To Preserve Your Legacy

By |2020-11-28T08:19:25+00:00November 25th, 2020|Estate Planning, Tips|Comments Off on Four Steps To Preserve Your Legacy

What Would Happen If Something Happens to You? When was the last time you thought about how to preserve your legacy or estate plan?  When was the last time you asked yourself – “what would happen if I die or become incapacitated”?  Have you asked yourself – “will my children be protected or will [...]

Wed November 11, 2020

Wills vs. Trusts- The Differences You Should Know

By |2020-11-11T19:54:29+00:00November 11th, 2020|Estate Planning, Estate Planning, Tips|Comments Off on Wills vs. Trusts- The Differences You Should Know

KEY DIFFERENCES BETWEEN WILLS VS. TRUSTS Everyone has heard of wills and trusts. Most articles are written on these topics, however, presume that everyone understands the differences between these options.  In reality, many of us don’t – and with good reason – wills and trusts are rooted in complicated, centuries-old laws. Will. A will [...]

Fri October 30, 2020

What the Election Could Mean to Your Estate Planning

By |2020-11-11T19:50:14+00:00October 30th, 2020|Estate Planning, Estate Planning, Federal Law, Tax Law, Tips|Comments Off on What the Election Could Mean to Your Estate Planning

It’s a very busy and distracting time of the year with the fast-approaching holidays and, of course, the election that’s just around the corner. This time of year is always a great time to review any current estate plans you already have in place and with the upcoming election there could be some other [...]

Mon August 17, 2020

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

By |2020-11-09T20:39:58+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, Gianna, shined a new light on the vital need for an estate plan and the importance of taking inventory to avoid estate plan oversight. At the time, little was known about the planning strategies Kobe put in place to [...]

Fri July 3, 2020

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

By |2020-10-09T16:09:53+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 |2020-11-09T20:46:59+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 for your estate planning and divorce. Because getting divorced [...]

Fri May 8, 2020

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

By |2020-11-09T17:33:23+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 want to add [...]

Wed May 6, 2020

Help Your Parents Celebrate Life by Finding an Estate Planning Attorney

By |2020-11-09T17:33:42+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 |2020-11-09T17:33:02+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 [...]

Tue March 10, 2020

What Happens to Your Pets When You Die?

By |2020-11-09T17:33:03+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 [...]

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