How to Include Cryptocurrency in Your Estate Plan

By |2021-10-22T14:00:50-05:00October 22nd, 2021|Blog, Estate Planning, Estate Planning, Tips|

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 [...]

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

By |2021-10-15T12:18:44-05:00October 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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Why You Need an Estate Plan if You Have No Heirs

By |2021-09-24T14:16:25-05:00September 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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Your Estate Plan Isn’t Permanent

By |2021-09-03T14:16:05-05:00September 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 |2021-08-20T14:45:24-05:00August 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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Do You Need a Trust-Based Estate Plan?

By |2021-08-13T14:31:08-05:00August 13th, 2021|Blog, Estate Planning, Tips|

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 [...]

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Scholastic CEO Billionaire Leaves Nothing for His Family

By |2021-08-06T14:20:57-05:00August 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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Not Having an Estate Plan is Still a Plan…

By |2021-07-30T14:33:58-05:00July 30th, 2021|Blog, Estate Planning, Tips|

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 [...]

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What We Can Learn From Britney Spears’s Conservatorship

By |2022-08-25T19:57:16-05:00July 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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Finally Taking That Vacation? Talk to Your Family About Your Estate Plan

By |2021-07-16T14:06:08-05:00July 16th, 2021|Blog, Estate Planning, Estate Planning, Tips|

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. [...]

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