Asset Protection
Estate Planning 101: What You Need to Know
Let’s hope you have a will and have named a power of attorney for finances and health care.
November 25, 2024
Estate Planning
Why Does Young Family Need an Estate Plan?
Since a will can be customized to fit the exact needs and desires of a family, there’s no need to leave the future financial stability and personal wellbeing of young children up to the state.
November 4, 2024
Estate Planning
Michael Jackson’s Estate Continues to Unwind
When Michael Jackson died in 2009, he left a complicated legacy. However, one thing remains true: The King of Pop’s music still generates millions of dollars every year.
October 17, 2024
Business Succession
Tax Implications of Estate Planning and Maximizing Loved Ones’ Inheritance
Estate planning isn’t just about dividing assets—it’s about minimizing taxes and maximizing the inheritance that your loved ones receive.
October 15, 2024
Asset Protection
Is It Common for Siblings to Fight Over Inheritance?
When there’s bad blood over an inheritance, you can challenge the trustee—but try talking first.
September 25, 2024
Asset Protection
Can You Prepare for the Unexpected in Life?
Remember, even ‘Superman’ Christopher Reeve didn’t think he would fall off a horse, and it changed his life forever. Always be prepared.
September 13, 2024
Estate Planning
How to Order a Death Certificate after the Passing of a Loved One
Obtaining a death certificate is crucial after the death of a loved one. It’s a necessary step toward settling their affairs and handling the probate process.
September 9, 2024
Estate Planning
What a First-Time Executor Needs to Know
After relatives die, there is a tedious, messy process of managing what they leave behind. Relationships can suffer in the aftermath.
September 5, 2024
Elder Law
Single and Over 50? Estate Planning Is a Must
The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.
September 3, 2024
Estate Planning
What Is a Successor Trustee, and Do I Need One for a Revocable Trust?
Appointing a successor trustee for your revocable trust ensures that your assets are managed and distributed according to your wishes without probate.
September 2, 2024