Holidays & Estate Planning- The Perfect Time to Talk to Your Family About Your Plans

By |2020-12-21T17:20:59+00:00December 21st, 2020|Blog, Estate Planning, Estate Planning, Tips|

Thinking about the future after you are gone is one of the hardest topics to think about, let alone talk about. You may have your estate plan already in place, but we find so many situations where a family has no idea what their relatives wishes are once they're gone. We are here to [...]

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Wills vs. Trusts- The Differences You Should Know

By |2020-11-11T19:54:29+00:00November 11th, 2020|Estate Planning, Estate Planning, Tips|

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 [...]

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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|

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 [...]

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

By |2020-11-09T20:39:58+00:00August 17th, 2020|Estate Planning|

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 [...]

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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|

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 [...]

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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|

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 [...]

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

By |2020-11-09T17:33:23+00:00May 8th, 2020|Blog, Estate Planning, Estate Planning|

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 [...]

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Help Your Parents Celebrate Life by Finding an Estate Planning Attorney

By |2020-11-09T17:33:42+00:00May 6th, 2020|Blog, Estate Planning|

  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 [...]

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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|

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 [...]

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

By |2020-10-15T18:11:10+00:00February 13th, 2020|Blog, Business Law|

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 [...]

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