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
The Downsizing Generation: Handling a Surplus of Stuff When a Loved One Ages
As the baby boomer generation ages—and downsizes—more and more adult children will be tasked with going through their loved one’s belongings to decide what to do with everything. As more and more people downsize after retirement, china sets, furniture, heirlooms,…
How to Ensure Your Pets Are Protected in the Event of Your Death or Incapacity
If you have pets, you probably want to make sure they are well-taken care of, if anything happens to you. Unfortunately, wishing for their good fortune isn’t enough. Too many animals are abandoned when their owners die and face rehoming,…
The Ten Richest Families in America and Their Rise to Riches
Self-made millionaires are not uncommon in the dotcom era, but their fortunes pale in comparison to those of the ten richest families in America. These families weren’t overnight successes, but their fortunes have stood the test of time and are…
What to Do With Surplus Cash: Pay Down Debt, Spend or Invest?
When you come into a cash surplus from a company bonus, a tax refund, an inheritance or something similar, you might find yourself having to decide what to do with the money you receive. Did you know that most people…
Planning Pays Off: An Illustrative Look at Carrie Fisher’s Semi-Failed Estate Plan
Whether your estate is modest or movie star worthy, the value of a good estate plan, properly handled, cannot be underestimated. A comprehensive plan can mean the difference between an expensive and unnecessary “time spent in court headache” for your…
Is California’s New Transfer on Death Deed a Safe Alternative to a Living Trust?
Perhaps you’ve heard from a well-meaning friend or advisor that you can use an inexpensive Transfer on Death Deed to keep your property out of court without going to the trouble of creating a Living Trust. If so, read this…
Planning to Protect Your Assets
Asset protection planning is an important step to take in safeguarding your hard-earned assets from being lost, inadvertently, because you overlooked something important. The most foundational level of asset protection is to plan for what will happen to your assets…
Bitcoin, Ethereum, and the Blockchain — What Happens When You Die?
Unless you’ve been living under a rock, you’ve probably heard about Bitcoin. But, you may not know what it is or how it affects your estate planning. Or, maybe you’ve got yourself some Bitcoin, but haven’t given thought to what…
How “Shopping Around” for An Estate Plan Could Leave Your Family With an Expensive, Unintended Mess
Maybe you’ve heard that before investing in a professional service you should “get three estimates.” While often this is wise advice, it’s actually a bad idea when it comes to estate planning. This article explains why and how you can…
Tax Lessons to be Learned from Celebrity Estate Plans
A celebrity’s image and likeness can continue to produce considerable income after death. This type of intellectual property is considered part of your estate, and the IRS can tax its value. In the case of pop star Michael Jackson’s estate,…
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