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.

Generational Wisdom in 32 Questions

What can we learn from earlier generations? Quite a bit, says Brendon Burchard, but only if we ask the right questions. Brendon Burchard, famed personal development trainer and author of The Motivation Manifesto (Carlsbad, Hay House, 2014) says asking your…

How are decisions made for an incapacitated person without a living will?

Q:        How are decisions made for an incapacitated person without a living will? –Concerned family member A:         Dear Concerned: Advance directives like living wills express someone’s wishes and preferences for medical treatment if they are unable to provide consent or…

Leaving Without a Plan: Prince Didn’t Leave a Will & Here’s Why You Should

Even after death, celebrities are highly publicized for their mistakes, many of which we make ourselves. This time last year, superstar musician Prince died suddenly, leaving no will, and the management of his substantial estate fraught with legal complications and…

Defining the Legal Relationship Between Grandparents and Their Grandchildren

Raising a grandchild (or even spending a lot of time with your grandchild while his or her parents work) can be fraught with legal and financial complications. Lacking many of the inherent rights parents have, grandparents who are responsible for…

How Can I Plan for a Strategic Retirement?

Are you approaching retirement? Not sure how you can ensure a smooth transition from working life to retired life? Walking away from regular paychecks and employer-provided benefits can feel a little nerve wracking. Minimize the impact of these major life…

The Future of Finances: How to Teach Your Kids to Be Money Savvy

Part of being an enlightened parent is being thoughtful about how we teach our kids about adult life. Of course you want  to prepare them to make good choices as an adult, especially when it comes to finances. And, you…

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