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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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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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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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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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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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 |2021-01-28T21:18:03+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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