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 [...]

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

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 [...]

Comments Off on Wills vs. Trusts- The Differences You Should Know

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 [...]

Comments Off on What the Election Could Mean to Your Estate Planning

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 [...]

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

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 [...]

Comments Off on Estate Planning Must-Dos if You’re Getting Divorced—Part 2

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 [...]

Comments Off on Must-Dos if You’re Getting Divorced – Part 1
Go to Top