The Digital Age and Estate Planning

By |2021-04-09T14:26:58+00:00April 9th, 2021|Blog, Estate Planning, Estate Planning, Tips|

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 [...]

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Does Your Estate Plan Protect Your Intellectual Property?

By |2021-04-02T14:52:40+00:00April 2nd, 2021|Blog, Estate Planning, Tips|

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 [...]

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Business Succession Planning for Women Business Owners

By |2021-03-12T16:33:25+00:00March 12th, 2021|Blog, Estate Planning, Estate Planning, Tips|

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 [...]

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What is Estate Planning?

By |2021-03-05T15:15:28+00:00March 5th, 2021|Blog, Estate Planning, Tips|

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 [...]

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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|

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 [...]

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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|

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 [...]

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Naming Guardians for Your Kids

By |2021-02-17T19:22:11+00:00February 12th, 2021|Blog, Estate Planning|

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 [...]

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Estate Planning After Mid-Life Divorce

By |2021-02-17T19:21:44+00:00February 5th, 2021|Blog, Estate Planning|

Remarrying? Why Estate Planning After Divorce is Important to Avoid Accidently Disinheriting Your Loved Ones. Today, we’re seeing more and more people getting divorced in middle age and beyond. Indeed, the trend of couples getting divorced after the age of 50 has grown so common, it’s even garnered its own nickname: “gray divorce". Estate [...]

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Protect Your Assets From Long Term Care Costs

By |2021-02-01T16:07:02+00:00January 29th, 2021|Estate Planning, Estate Planning, Tips|

We protect your assets and keep them in the hands of your loved ones, but many don't realize that nursing home and long term care costs may be staking a claim in assets you think will be given to your family. It’s almost inevitable that most of our population will, at some point, need [...]

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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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