Awakened Planning: How to Talk About Estate Planning at Your Family Reunion
Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway
Capturing the Stories of Aging Loved Ones: The Power of Family Wealth Legacy Interviews
Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice
4 Ways to Use AI to Make Life Easier for You and Your Family
4 Common Mistakes Made On Life Insurance Beneficiary Designations
Why Every Adult Needs A Living Will
Green Funerals: 6 Eco-Friendly Options For Your Remains
7 Issues To Consider When Purchasing Disability Insurance
5 Smart Ways To Pay For Your Funeral That Won’t Leave Your Family To Foot The Bill
Life Planning
Why Inheriting in Trust is a Must
You bring your children into the world with love. You raise them with love. If you’re going all the way as a parent, you also create an estate plan to safely pass on your legacy of love as well as…
The Last Important Gift to Give Your Family
As hard as it is for all of us to “plan” for our deaths, doing so is one of the best things you can do for your family. Adding to their grief and pain by giving them no clue as…
If You Don’t Trust Your Kids with Money, You Need a Trust
While most parents have the best intentions when it comes to teaching their children about handling finances wisely, sometimes the lessons don’t take. In addition to concerns about spendthrift behavior, some children experience problems with substance abuse or have mental…
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…
The Legal Planning You Need to Do for Your High School Graduate
If you’re the parent of a high school graduate this year, congratulations! You’ve put in a lot of time and effort toward their earning that diploma, and whatever their next step in life will be, you likely want to protect…
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…
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