You don’t have to be a famous producer or household name to own intellectual property. If you create music, own…
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There is no shortage of advice flying around about estate planning, much of it from people who aren't even lawyers. Get insight on the popular pitfalls and how emerging economic shifts like cryptocurrency can affect your plan.
The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2
Last week we started the discussion of why it’s so important for LGBTQ+ families to invest in custom estate planning. While major strides for LGBTQ+ rights have been made in recent years, estate planning law is still written with hetero,…
The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1
June is a time of celebration and reflection for the LGBTQ+ community as Pride Month shines a spotlight on the progress made in the fight for equal rights. While significant strides have been made, such as the legalization of same-gender…
Capturing the Stories of Aging Loved Ones: The Power of Family Wealth Legacy Interviews
May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over…
Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice
If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom…
Why “Just a Will” Is Never Enough
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything complicated for their estate- just a Will. Indeed, Wills have…
Create a Stronger Blended Family Through Estate Planning
Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended families. Currently, 52% of married couples (or unmarried couples who live together) have a step-kin relationship of some kind, and 4 in…
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