If you’re a millennial who still needs to start the estate planning process, it’s the right time to do so! Estate planning gives you peace of mind that your wishes are honored and your loved ones are protected. Furthermore, estate planning ensures that your healthcare decisions are upheld and your financial affairs are managed according…
Our July newsletter brings to you the potential tax policies of the next administration that could have a major impact on your personal wealth and estate planning strategies. Then, we discuss all things estate planning for vacation properties. Lastly, we discuss passing down sports memorabilia in your estate plan. We’ve outlined the newsletter below, but…
In many cases, estate planning deals with difficult situations, such as how to plan for a loved one struggling with addiction. Watching a loved one battle with a substance use disorder is awful, but it’s important to remember there is hope. Recovery is possible, and with that comes a healthier, happier life. Family members who…
A well-crafted estate plan safeguards your loved ones and preserves your legacy. You can establish an estate plan anytime; the sooner you start, the greater your peace of mind. Remember, your initial estate plan isn’t set in stone; it can evolve with life changes. Let’s explore some common estate plan adjustments we frequently encounter in…
Most people understand that estate plans address what happens after a person passes away. But what about in situations where they are alive but incapacitated? Without proper planning for incapacitation, many families turn to the court to figure out how to manage a loved one’s affair. Regardless of age or wealth, having a comprehensive estate…
June’s newsletter delves into all things life insurance. This critical yet often misunderstood aspect of financial planning can help secure your family’s future. In the newsletter, we explore innovative life insurance applications, from funding trusts for dependents to covering estate taxes and debts. We’ll also discuss the importance of naming the right beneficiaries and ensuring…
The Wall Street Journal (Feliz Solomon) 06.02.24, published an article titled “She Hooked Me: How an Online Scam Cost a Senior Citizen His Life’s Savings.” It’s the true story of a man who fell victim to online seduction and paid a significant price. We want to think that such online scams are few and far…
The Wall Street Journal (Ashlea Ebeling) 06.01.24, published the article “The Brady Bunch Breaks Down: Estate Fights Tear Stepfamilies Apart.” The article provides real-life examples of blended families facing legal battles and discord due to poor estate planning. However, it also highlights success stories where thoughtful estate planning preserved family legacies. Estate planning for blended…