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
5 Steps For Adding Digital Assets To Your Estate Plan
Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenges when it comes to estate planning. If you haven’t planned properly, for example, just locating and accessing all…
Don’t Let Your Kids Move Out Without Signing These Documents
Watching your kids leave home to attend college or start their career can be an emotional time for you as a parent. On one hand, moving out on their own is a major accomplishment that should make you proud. On…
4 Year-End Tax-Saving Strategies for 2019
As we head towards the end of the year, we’re fast approaching the deadline to implement your family’s tax strategies for 2019. The Tax Cut and Jobs Act (TCJA) completely overhauled the tax code, and if you’ve yet to take…
Understanding Your Life Insurance Settlement Options
Following the death of the policy holder, the way in which proceeds from a life insurance policy are paid to the beneficiary (or beneficiaries) is known as the settlement option. And you might be surprised to learn that there are…
Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased
When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are…
Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse
Elder abuse can take a wide variety of forms, but we think the worst of the worst is caused by unscrupulous adult guardians appointed by a court to care for seniors who are no longer able to care for themselves.…
Why You Need To Add a ‘When I Die’ File to Your Estate Plan
If you were to suddenly die today, would your loved ones know how to quickly find your estate planning documents? Would they know how to access all of your financial accounts? How about your insurance policies? What about your login…
Safeguard Your Children’s Inheritance With a Lifetime Asset Protection Trust
Last week, we discussed the benefits of a unique estate planning vehicle known as Lifetime Asset Protection Trusts. We referenced this planning tool based on how a Lifetime Asset Protection Trust could have protected Clare Bronfman, the heiress to the…
7 Processes to Complete With Your Parents Before They Die
In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical Path Institute, outlined seven simple exercises to use with your parents that can offer significant healing and completion for…
The Real Cost To Your Family: Relying On A Will Alone
This is the second in an ongoing series of NLBM articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning mistakes we encounter with clients. If the series exposes…
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