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
Casey Kasem’s Estate Planning Not in Anyone’s Top 40
Casey Kasem, the celebrity radio host who counted down America’s Top 40 popular songs for years, died on June 15 at the age of 82 and left behind an estimated $80 million fortune. He also left a family feud of…
Ask These 5 Questions Before Gifting Assets
Gifting assets can be a useful estate planning tool if you need to reduce your estate tax bill or for long-term care planning purposes. However, you need to be sure that your gift does not cause any unforeseen problems for…
Legal Steps to Take When Facing a Dementia Diagnosis
Maria Shriver knows the devastation of Alzheimer’s disease firsthand. Her beloved father Sargent Shriver, founder of the Peace Corps and one-time candidate for Vice President of the United States, died of the disease in 2011 after being diagnosed in 2003.…
Before You Take Off for Summer Vacation, Take On These 5 To-Dos
It’s no surprise that Americans spend more time planning their summer vacations than they do planning their estate. After all, a vacation is a trip you want to go on, while the eternal “trip” is not. However, wouldn’t you travel…
A Plan for Protecting Your Most Valuable Asset: Your Children
If you have young children, chances are that your summer activities include some careful planning to keep them safe from harm. Unfortunately, even with proper precautions in place, accidents do happen and not just to children. Have you planned for…
Will the Inheritance You Leave Be a Blessing or an Albatross?
Rock musician Sting recently announced that his children will not inherit his estimated $300 million fortune, saying that these riches are “albatrosses around their necks.” The product of a British working class background, Sting is currently one of England’s wealthiest…
How Real Men Celebrate Father’s Day
Do you know what it takes to be a real man? Although the expectations of both men and women have evolved over the last few decades, there are still some fundamental characteristics that most people would agree constitute what it…
Greatest Wealth Transfer in History Underway – What’s Your Plan?
A new study from the Boston College Center on Wealth and Philanthropy shows that the greatest wealth transfer in history is currently underway, with more than $59 trillion passing to heirs, charities and Uncle Sam between now and 2061. The…
How to Balance Family Memories with Future Plans for a Vacation Home
Summer has officially arrived and for those of us fortunate enough to have a vacation home – whether it’s a fishing camp on a lazy river or an oceanfront estate – the time has come to make more good memories…
Your Memorial Should Be More Than Just Money
One of the most striking aspects of the recent opening of the National September 11 Memorial & Museum is the voice recordings left on the phones of the victims’ families of their last messages to loved ones. We hear so…
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