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
Subject: Receiving an Inheritance One Day? Here’s What to Do Now.
Baby boomers are set to inherit up to $8.4 trillion over the next 15 years, according to The Center for Retirement Research at Boston College. A recent New York Times article explored the complicated issues that these inheritances can bring,…
5 Fast & Furious Estate Planning Lessons from Paul Walker’s Estate
Paul Walker, who starred in the Fast & Furious movie franchise, died tragically in a high speed car accident in Los Angeles last November at the age of 40. His estate was opened at the end of January in the…
How to Protect Life Insurance Proceeds from Taxation
If you have been responsible enough to purchase a life insurance policy as added protection for your loved ones, then you will want to carry that responsible action a little further by protecting that important payout from taxation. If you…
The Perfect Solution for Choosing Your Child’s Guardian
If you have minor children and have not yet selected a guardian, you are not unlike many parents who put off this critically important task while waiting for the perfect solution to present itself. Or perhaps you and your spouse/partner…
4 Steps You Should Take to Protect Your Money
Asset protection is not something most people think too deeply about. Most of us are busy trying to accumulate assets to give considered thought to consider the importance of protecting what we have. A recent article on The Motley Fool…
How to Preserve a Family Vacation Home with a Trust
If you are fortunate enough to have a family vacation home, you know the emotional value it holds for every member of your family. Many cherished family memories are rooted in a special place, which makes it important for current…
How to Use Estate Planning to Leave a Legacy Beyond What You Own
Your estate is made up of everything you own, which includes your personal possessions as well as your home, a car, bank accounts, insurance, furniture and more. But your wealth is much more than just your financial assets. It includes…
Think About Your Beneficiary Designations Over the Holidays
When you look around your holiday table this year, you will probably not be thinking about the beneficiary designations on your 401(k), IRAs or life insurance policies. But perhaps you should. Having the wrong beneficiary designated on these and other…
How to Pass Along Family Heirlooms Peacefully
A recent Wall Street Journal article noted that boomers and seniors are more interested in passing along family heirlooms and history, leaving a legacy for future generations that extends beyond money. Citing a 2012 survey by Allianz Life Insurance that…
10 Estate Planning Questions to Ask Before Year-End
If you have not revisited your estate plan this year following the changes made to the estate and gift tax laws by the American Taxpayer Relief Act of 2012 passed by Congress on Jan. 1, 2013, ask yourself these 10…
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