Delaying your estate planning could have severe consequences for your loved ones and for the life you’ve worked hard to build. A proper estate plan takes time to create and finalize. So waiting until it’s too late could be devastating to you and your family. In some instances if you wait until you have [...]
It’s time for traditional estate planning to start evolving, just like our technology and our currency. It seems the buzzword the past year or so has been “cryptocurrency” and if you’ve taken part in the craze, then you know how quickly things are evolving. As our assets and our lives move online, we need [...]
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. [...]
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 [...]
Many times when thinking of an estate plan, most people think of having a will. A will is great to have, but there may be more benefits to having a trust-based estate plan. A will documents your wishes for the distribution of your assets upon your death. With a trust plan, you have more [...]
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 [...]
Not having an estate plan means you do have a plan, a plan that could leave your loved ones potentially with nothing. It’s estimated that 50-60% of Americans don’t have a Will and with over half of the country living without a proper estate plan, that means there’s a lot of relatives and friends [...]
Now that travel is ramping up because so many of the pandemic restrictions are being lifted, that vacation you’ve been craving after being cooped up during the pandemic may be nearing. While you’re on your trip, it may be a good time with the family all together and relaxed to talk about the future. [...]
Wedding season is upon us! If you’re reading this you may be a newlywed or on your way down the aisle, and if so- congratulations! Estate planning for newlyweds is the best way to start your marriage out with peace of mind knowing you and your spouse are protected. There’s so much that goes [...]
Estate planning isn’t only for the elderly or wealthy, we can all use estate planning tools for emergencies. We never know when we may find ourselves in an emergency, so how can we be prepared for something that may or may not happen? Whether getting sick unexpectedly, natural disasters, or accidents, emergencies can happen [...]
