Proposed Tax Law Changes to IRA’s and What They Could Mean For Your Estate Plan

By |2021-10-15T12:18:44+00:00October 15th, 2021|Blog, Estate Planning, Estate Planning, Tax Law, Tips|

Have you seen the headlines about the “Build Back Better Act”? You may need to pay closer attention to your estate planning and retirement accounts in the near future.  Although the bill hasn’t passed yet, the proposed tax law changes could impact your exposure to estate planning taxes and your self-directed IRA investment options.  [...]

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When Should You Start Estate Planning? NOW.

By |2021-10-08T12:02:57+00:00October 8th, 2021|Blog, Estate Planning, Estate Planning|

Many people think estate planning is only for the wealthy or elderly. This common misconception can lead to many issues for someone at any age. Whether you are 18 or 81, you should have some form of an estate plan. The question of when to start estate planning has a simple answer, and that’s [...]

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Growing Your Family with ART? You Need an Estate Plan.

By |2021-10-01T15:49:47+00:00October 1st, 2021|Blog, Estate Planning, Estate Planning|

With technology advancing, we are seeing more and more families grow through the help of Assisted Reproductive Technology, or the use of various fertility treatments including IVF, artificial insemination, and surrogacy. There are so many scenarios in which people are using these technologies to get on the path to parenthood, and with these various [...]

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Why You Need an Estate Plan if You Have No Heirs

By |2021-09-24T14:16:25+00:00September 24th, 2021|Blog, Estate Planning, Estate Planning|

Life takes us all in different directions and we all have different goals. Many think that having an estate plan is only important for those with children or with family that they are planning on  leaving their estate to. While it is important for those people to have an estate plan, it can be [...]

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How Estate Planning Works

By |2021-09-15T15:16:08+00:00September 15th, 2021|Blog, Estate Planning, Estate Planning|

With so many misconceptions about estate planning, it can be confusing to know exactly how estate planning works. These misconceptions can also keep you from starting an estate plan because the entire process may seem overwhelming. Paired with no one wanting to think about the end of their life, estate planning can be put [...]

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What Estate Planning Documents Do I Need?

By |2021-09-10T14:25:14+00:00September 10th, 2021|Blog, Estate Planning, Estate Planning, Tips|

With so many misconceptions about estate planning, it’s hard to know what you need to have prepared for your loved ones in case the worst happens. Many think that an estate plan just involves having a will. Of course a will is great to have, but there is much more to an estate plan [...]

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Your Estate Plan Isn’t Permanent

By |2021-09-03T14:16:05+00:00September 3rd, 2021|Blog, Estate Planning, Estate Planning|

A common misconception is that once your estate plan is signed that it’s set in stone and permanent. This fear may lead to avoiding putting together an estate plan altogether, but this misconception could not be further from the truth. Your estate plan isn't permanent. Just as you go through different chapters and changes [...]

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What You Should Know About the Great Wealth Transfer

By |2021-08-20T14:45:24+00:00August 20th, 2021|Blog, Estate Planning, Estate Planning|

We are in the midst of the greatest generational wealth transfer in history. It’s estimated that the baby boomer generation and approximately 45 million households will be passing on a staggering $68 trillion dollars over the next 25 years. With the majority of this wealth being passed to the next generation, it’s best to [...]

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Scholastic CEO Billionaire Leaves Nothing for His Family

By |2021-08-06T14:20:57+00:00August 6th, 2021|Blog, Business Structure, Estate Planning, Estate Planning, Tips|

Leaving A Legacy You’ve heard the recent news that a billionaire died unexpectedly leaving a very surprising estate plan. Scholastic CEO M. Richard Robinson Jr. died unexpectedly in June 2021 and left behind a plan to leave control of the $1.2 billion company to its Chief Strategy Officer of the company, Iole Lucchese, whom [...]

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What We Can Learn From Britney Spears’s Conservatorship

By |2021-07-23T14:32:04+00:00July 23rd, 2021|Blog, Estate Planning, Estate Planning|

Britney Spears has recently been making headlines as she goes to court to battle the conservatorship she has been placed under. While many are familiar with her situation, it’s still shocking to hear that the conservatorship has been in place for 13 years and during this time Britney has released multiple albums, put on [...]

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