December Newsletter: Celebrate the Holidays with an Estate Plan
December’s newsletter invites you to celebrate the holidays with an estate plan. Much like the festive season calls for lists and preparation, creating an estate plan ensures your legacy is ready for the future. From…
Estate Planning for College Students: What Parents Need to Know Before They Go
If your child (or grandchild) is heading to college next year, you have every reason to feel overwhelmingly proud! You may also occasionally feel a natural pang of worry. You want your child to be…
Understanding the Recent Ruling on the CTA
On December 3, 2024, the United States District Court issued a preliminary decision in Texas Top Cop Shop, Inc. v. Garland, temporarily halting the enforcement of the Corporate Transparency Act (CTA), a federal law requiring…
Estate Planning for an Only Child
More and more parents are opting to have just one child, which raises important considerations when it comes to estate planning. If you’re the parent of an only child, your estate plan may look a…
How to Prepare Your Digital Assets Before You Die—and Even Leave Behind an AI Clone
By Kianna C. Parviz, Esq. With advances in technology over the last few decades, many of us have acquired significant digital assets, so it is important to consider how you want such assets handled upon…
November Newsletter: Fall Estate Planning Update
November’s newsletter tackles fall estate planning with a fresh, football-inspired perspective. Just as each game needs a solid playbook, your family’s assets require a game plan. Without a doubt, we’re here to help you take…
Should Your Child’s Guardian Also Be Their Trustee?
When it comes to estate planning, you might hear the terms “guardian” and “trustee” tossed around. These roles are vital if you’re thinking about who will care for your child or manage their inheritance if…
Key Questions to Ask When Picking Your Successor Trustee
When you create a revocable living trust, you’ll need a trustee to be in charge of managing the property and accounts in the trust. Initially, this will typically be you. However, you’ll need to name…
October Newsletter: Lessons from the Movies on Creating a Lasting Legacy
October’s newsletter delves into estate planning lessons from Hollywood, with insights on creating a lasting legacy drawn from Rain Man and The Descendants. These iconic films offer valuable takeaways for families facing estate planning challenges,…
Handling Sentimental Belongings in Estate Planning
We’ve covered many topics on how estate planning secures wealth distribution according to your preferences. However, what about items with less financial value but significant sentimental value? Often, there is no clear path for who…
A Well-Rounded Estate Plan Considers Every Possibility
By Christina B. Yee, Esq. As the population ages, planning in the event of incapacity has become increasingly important. According to the 2024 Alzheimer’s Association report, an estimated 6.9 million Americans aged 65 and older are…
Understanding Hidden Assets, Trusts, and LLCs in Divorce Battles
The Wall Street Journal (Candace Taylor) 09.24.24, published the article “Secret Trusts, a Bitter Divorce and the Battle Over One of America’s Biggest Homes.” The article is regarding the Pritzker estate, a 50,000-square-foot property in…
The Risks of Relying on Intestacy
Many people are under the impression that if they die without a will (dying intestate), everything they own will automatically pass to their spouse and children. State rules differ on this, but generally, your spouse…
September Newsletter: Estate Planning for Young Adults
September’s newsletter covers estate planning for young adults, from basic first documents to smart financial strategies. It’s a great read to gain actionable first steps your young adult child can take toward financial literacy and…