Include Your Intellectual Property in Your Estate Plan

September 8, 2023

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 SECURE Act’s Impact On Estate and Retirement Planning—Part 2

In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new…

The SECURE Act’s Impact On Estate and Retirement Planning—Part 1

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades. Indeed, the changes ushered in by the SECURE Act have dramatic implications…

The Tax Cut & Jobs Act Drastically Alters the Tax Consequences of Divorce

The Tax Cuts & Jobs Act (TCJA) made sweeping changes to exemptions, deductions, and credits for your family’s federal income taxes. But one major change that you might not have noticed is the way the law altered the potential tax…

How often should I update my estate plan?

Q: How often should I update my estate plan? -Prudent planner A: Dear Prudent: This question highlights a frequent mistake we see clients make with planning. Even if you put an effective plan in place, it can prove completely worthless…

Avoid These 4 Mistakes When Naming Life Insurance Beneficiaries

Investing in life insurance is a foundational part of estate planning. However, when naming your policy’s beneficiaries, there are a number of mistakes you can make that could lead to potentially dire consequences for the very people you’re trying to…

Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 2

In the first part of this series, we discussed the early warning signs of diminished financial capacity in the elderly. Here, we’ll discuss planning strategies that can protect your loved ones from incapacity of all kinds.  With more and more…

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