Not all adults walk the same path in life and more and more of the growing generations are choosing to not have children and instead committing to a child-free lifestyle. Deciding not to have children may come with a sense that with no heirs to leave your wealth after your death, that you don’t [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
