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
Creditors And Your Estate Plan
What Happens To Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt when you (or they) die? Well, it depends, and that’s part of the reason you want…
Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous amount of wealth will pass from Baby Boomers to younger generations in the next few decades. In fact,…
How Will A Recession Affect Your Family?
As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is the stock market, rising interest rates, dropping home values, and inflation through the roof—it’s enough…
How To Manage Your Digital Accounts After Your Death Part—3
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail,…
How To Manage Your Digital Accounts After Your Death Part—2
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail,…
How To Manage Your Digital Accounts After Your Death—Part 1
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail,…
2022 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan up-to-date. While…
How To Choose the Right Trustee
Before we talk about how to choose the right Trustee, let’s talk about what a Trustee does and whether you need to choose a Trustee. A Trustee is the legal owner of assets held in Trust. When you establish a…
Selling Real Estate Or A Business? Avoid Capital Gains Tax With A Charitable Remainder Trust
If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to discuss whether to set up a Charitable Remainder Trust (CRT)…
How Estate Planning Can Reduce The High Cost Of Dying—Part 2
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one. …
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