Include Your Intellectual Property in Your Estate Plan
Help Your Parents Avoid These New Financial Scams – Part 2
Help Your Parents Avoid These New Financial Scams – Part 1
10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2
10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1
Awakened Planning: How to Talk About Estate Planning at Your Family Reunion
Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway
The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2
The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1
Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice
Estate Planning
A Tragic Oversight: Kobe Bryant’s Youngest Mistakenly Left Out of Family Trust
In January, we reported how the deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Gianna, in a helicopter crash demonstrated the vital need for estate planning for people of all ages. At the time, little was known…
Your “Blended” Family Is Likely Headed to Court Unless You Do This
If you have a blended family and do not plan for what happens to your assets in the event of your incapacity or eventual death, you are almost certainly guaranteeing hurt feelings, conflict, and maybe even a long, drawn out…
Getting Legal Documents Signed During COVID — A Reason To Not Go It Alone
Wills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of our hearts and minds as COVID-19 compels us to face our own fragility and mortality. It’s not as if we didn’t know we would…
Online Wills? When You Should, When You Shouldn’t and Where to Do It
With all of the media about “digital wills” and “online estate planning” it could be tempting to think you can do your estate planning yourself, online. And, maybe you can. But, if you do, you need to know the potential…
A Map to Doing the Right Thing for the People You Love During COVID-19
Right now, huge numbers of people are coming face to face with their own mortality, and realizing they need to plan for the worst. This goes not just for those of us in the “senior” category, but for all of…
The Most Important Legal and Financial Actions To Take Right Now
As you already know, the COVID-19 pandemic means nothing is business as usual. Many states have implemented a “shelter-in-place” order to limit the spread of the disease; however, if you are not in a place with such an order, or…
Are You Clear About How Your Parents Estate Plan Will Impact You?
Do your parents have an estate plan? Is it up to date? No matter how rich or poor you or your parents are, especially in the wake of the COVID-19 pandemic, you need to be asking these and several other…
What Happens to Your Pets When You Die?
If you have pets, my guess is that you love them as much as you do your children, but I’m also guessing that you have not provided any written or, better yet, legally documented instructions about what should happen to…
False Security: Is Your Will Legally Valid?
A last will and testament can ensure your wishes are respected when you die. But if your will isn’t legally valid, those wishes might not actually be carried out, and instead the laws of “intestate succession” would apply, meaning that…
Kobe Bryant’s Death Highlights Need for Estate Planning
As you no doubt already know, on January 26, 2020, basketball legend Kobe Bryant was killed in a helicopter crash on a wooded hillside 30 miles north of Los Angeles. Also killed in the tragic accident was his 13-year-old daughter…
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