CORONAVIRUS: 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…
Don’t Forget Your Furry Friends! If you have pets, my guess is that you love them as much as you do your children. I’m also guessing that you have not provided any written, or better yet legally, documented instructions about…
Money Talk: How Much Will You Share With Your Kids (and When)? In many families, money still is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when it comes to affluent…
Is Your Will Legally Valid? A last will and testament can ensure your wishes are respected when you die. But if your will isn’t legally valid, those wishes might not actually be carried out, and instead the laws of “intestate…
4 Things Trusts Can Do That Wills Can’t Both wills and trusts are estate planning documents that can be used to pass your wealth and property to your loved ones upon your death. However, trusts come with some distinct advantages…
Kobe Bryant’s Untimely Death Highlights the Vital Need for Estate Planning at All Ages As you no doubt already know, on January 26, 2020, basketball legend Kobe Bryant was killed in a helicopter crash on a wooded hillside 30 miles…
Is Your Family “Too Young” to Need an Estate Plan? Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to…
The SECURE Act’s Impact On Estate and Retirement Planning 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…
What Women Need to Know About Estate Planning Women outlive men, make less during their careers and have less in savings due to pay discrepancies and time taken out of the workforce to raise their families. These are just a…
The SECURE Act’s Impact On Estate and Retirement Planning 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…