Your “Blended” Family Is Likely Headed to Court Unless You Do This
If you have a blended family and do not plan for what happens to your assets in the event of your incapacity or eventual death, you are almost certainly guaranteeing hurt feelings, conflict, and maybe even a long, drawn out court battle. So, let’s start with clarity...
A Tragic Oversight: Kobe Bryant’s Youngest Daughter Mistakenly Left Out of Family Trust
The tragic deaths of NBA legend Kobe Bryant and his 13-year-old daughter, Gianna, in a helicopter crash demonstrated the vital need for estate planning for people of all ages. At the time, little was known about the planning strategies Kobe had in place to protect and...
A Map to Doing the Right Thing for the People You Love During the Pandemic
Right now, huge numbers of people are coming face to face with their own mortality during this pandemic, and realizing they need to plan for the worst. This goes not just for those of us in the “senior” category, but for all of us, no matter our age. We are facing the...
Learning to Flourish, Even in a Financial Crisis
Maybe you, like many of us, have been raised to think that the safest way to live in the working world is to have a good career and a steady paycheck. This financial crisis is challenging that framework for many people. Even if you had a steady job, and even if you...
Do you need a Will-based plan or a Trust-based plan? Which plan is best for your family?
What is the Difference Between a Will-based plan and a Trust-based plan? In this article I will explain the difference between a Will-based plan and a Trust-based plan so you can make an educated decision for your family about what is best for you and, ultimately, for...
How “Shopping Around” for An Estate Plan Could Leave Your Family With an Expensive, Unintended Mess
sheMaybe you’ve heard that before investing in a professional service you should “get three estimates.” While often this is wise advice, it’s actually a bad idea when it comes to estate planning. This article explains why and how you can ensure you get the most...
Getting Legal Documents Signed During COVID — Another Reason to Not Go It Alone
Wills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of our hearts and minds as COVID-19 compels us to face our own fragility and mortality. It’s not as if we didn’t know we would all die (or become incapacitated) one...
Estate Planning Essentials for Parents
A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family. Including provisions for the care of your children in your estate plan is essential for peace of mind. But many parents struggle with including...
The SECURE Act and Retirement Plans
In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new legislation. On January 1, 2020,...
New Law Has Big Changes for Estate and Retirement Plans
On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades. Indeed, the changes ushered in by the SECURE Act have dramatic...
Coronavirus and the Impact to Your Wealth, Health and Happiness
While it’s still hard to tell how the Coronavirus will impact us in the long term, it’s become a subject that’s impossible to ignore. While some are advocating we prepare to be quarantined, potentially for months, others are saying the virus is nothing more than a...
7 Events That Necessitate a Review of Your Estate Plan
Did you know that even if you put a completely solid estate plan in place, it can end up proving worthless if it’s not properly updated? Estate planning is not a one-and-done type of deal: It should continuously evolve along with your life circumstances. No matter who...
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