Preventing Family Conflict And Disputes Over Your Estate Plan
No matter how well you know your loved ones, it is impossible to predict exactly how they will behave when you pass away or if you become...
top of page
Blog
info2961885
Jan 17, 20226 min read
5 Ways DIY Estate Plans Can Fail & Leave Your Family at Risk—Part 1
A quick Google search for “digital wills” or “online estate planning” will return a multitude of different websites offering low-cost,...
info2961885
Dec 25, 20214 min read
4 Tips For Discussing Estate Planning With Your Family This Holiday Season
As we head into the peak of the holiday season, you are likely spending more time than usual surrounded by your family and friends. It is...
info2961885
Dec 18, 20215 min read
3 Ways To Benefit By Incorporating Charitable Giving Into Your Estate Plan
You are likely aware of the tax benefits that come from donating to charity during your lifetime—donations to charity are tax-deductible....
info2961885
Dec 11, 20213 min read
Donate Appreciated Assets to Charity Instead of Selling Outright for Tax and Income Benefits Using a
The end of the year makes us all think about how we may be able to save on taxes. If you have highly appreciated assets like stock and...
info2961885
Dec 4, 20217 min read
A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures Leave His Son with Next to Nothing—Part
Ensure Your Business Agreements Are In Accord With Your Estate Plan As we learned last week, although Bob intended to leave all of his...
info2961885
Nov 22, 20218 min read
10 Things You Should Know About Living Wills
When it comes to estate planning, you have most likely heard people mention a couple of different types of wills. The most common is a...
info2961885
Nov 15, 20215 min read
2021 Estate Planning Checkup: Is Your Estate Plan Up-to-Date?
Estate planning is not a one-and-done type of deal. Your plan should continuously evolve along with your life circumstances and other...
info2961885
Nov 6, 20217 min read
Legendary Rapper DMX Dies With No Will, Millions in Debt, and 15 Children—Part 2
As we reported last week in part one, although DMX was wildly successful in both music and movies, the rap icon experienced serious legal...
info2961885
Nov 1, 20216 min read
Legendary Rapper DMX Dies With No Will, Millions in Debt, and 15 Children—Part 1
Legendary hip hop artist DMX—born Earl Simmons—passed away on April 9 at age 50 after suffering a massive heart attack a week earlier at...
info2961885
Oct 23, 20214 min read
Estate Planning Must-Haves for Single Parents
If you are a single parent, life for you right now is likely extremely busy. You are being pulled between work, school activities, and...
info2961885
Oct 16, 20216 min read
Estate Planning for A Child With Special Needs: What Parents Need To Know
Estate planning is an obvious concern for all parents. However, if you have a child with special needs, it is crucial that you are aware...
info2961885
Oct 9, 20213 min read
Money Talk: How Much Will You Share With Your Kids (and When)
In many families, money is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when...
info2961885
Oct 2, 20214 min read
Looking for the Best Way to Protect Your Minor Children? Try The Kids Protection Plan®
Raising children is a huge responsibility unparalleled by any other profession or position. The title Mom or Dad comes with the weight of...
info2961885
Aug 28, 20214 min read
The Unexpected Costs of Caring for Elderly Parents In Your Home
Multi-generational households are becoming the new (or maybe it is really old) in vogue way to handle the care of aging parents. And we...
info2961885
Aug 21, 20215 min read
What You Should Know About Long-Term Care Insurance
With people living longer than ever before, an increasing number of seniors require long-term healthcare services in nursing homes and...
info2961885
Aug 14, 20215 min read
Do not Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 2
In the first part of this series, we discussed the early warning signs of diminished financial capacity in the elderly. Here, we will...
info2961885
Aug 7, 20214 min read
Do not Let Diminished Financial Capacity Put Your Elderly Loved Ones at Risk—Part 1
With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation...
info2961885
Jul 31, 20218 min read
Britney Spears’ Nightmare Conservatorship Underscores The Vital Importance Of Incapacity Planning—Pa
As we detailed last week in part one, Britney recently testified in a court hearing during which she described a shocking pattern of...
Recent Posts
bottom of page