Why Couples at Any Age Need an Estate Plan

By |2022-07-07T16:18:04+00:00July 8th, 2022|Blog, Estate Planning, Estate Planning, Tips|

If you are in a committed romantic partnership, whether you are married or not, estate planning for couples is important. A proper estate plan will highlight your wishes for your assets and your own healthcare decisions should something happen to you. Leaving a plan for your spouse or partner is a huge comfort for them [...]

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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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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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Do You Need a Trust-Based Estate Plan?

By |2021-08-13T14:31:08+00:00August 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+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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Not Having an Estate Plan is Still a Plan…

By |2021-07-30T14:33:58+00:00July 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 |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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Finally Taking That Vacation? Talk to Your Family About Your Estate Plan

By |2021-07-16T14:06:08+00:00July 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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Estate Planning Tips for Child-Free Couples

By |2021-08-03T15:02:29+00:00April 16th, 2021|Blog, Estate Planning, Estate Planning, Tips|

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 [...]

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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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