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.

What does “funding” a trust mean?

Q: What does “funding” a trust mean? -Curious planner A: Dear Curious: For a living trust to function properly, it’s not enough to simply list the assets you want the trust to cover. When you create your trust, you must…

Estate Planning Concerns For Married, Same-Gender Couples

Now that same-gender couples can legally marry in all 50 states, more Americans than ever before are enjoying the rights and benefits that come with marriage. Estate planning, in particular, is one arena where these new rights and benefits are…

Why A Will Is Not A Suitable Option For Protecting Your Pet

These days, lots of people consider their pets to be members of their family. Indeed, pets can become our closest companions. As such, it’s only natural you’d want to make sure your furry friend is provided for in your estate…

How Will The Coming Wealth Transfer Affect Your Family?

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous amount of wealth will pass from aging Baby Boomers to younger generations in the next few decades. In fact,…

Why You Need To Add a ‘When I Die’ File to Your Estate Plan

If you were to suddenly die today, would your loved ones know how to quickly find your estate planning documents? Would they know how to access all of your financial accounts? How about your insurance policies? What about your login…

The Real Cost To Your Family of Failed Estate Planning: Not Updating Your Plan

This is the fourth in an ongoing series of NLBM articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning mistakes we encounter with clients. If the series exposes…

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