1. What a Will Won’t Do

    There are a number of essential things a last will and testament can do for you, such as distribute family heirlooms and name a guardian for minor children, but there are some equally important things a will won’t do: Diminish estate taxes – a will won’t help you decrease your estate taxes, but a Family Wealth Lawyer can advise you on what kind of trust instruments c…Read More

  2. Estate Planning for the Blended Family

    Balancing the needs of a multi-generational blended family with your own wishes can be a complicated task, especially when it comes to estate planning. With a majority of Americans not only marrying once, but twice, three or even four times during their lives, it is a challenge that will come to many. Even when blended family members get along, estate planning can be compl…Read More

  3. Longevity Insurance Can Help Those Worried About Outliving Their Money

    With longer life spans comes the necessity to be sure your money is around at least as long as you are.  Longevity insurance – where you pay a certain sum to an insurer when you’re in your 60s in exchange for monthly payments 20 or more years down the road – is a lesser known insurance product that is growing in popularity, especially considering potential cuts to S…Read More

  4. How to Pass On Family Heirlooms Without Causing a Family Feud

    The holidays are traditionally the time for family gatherings, where generations come together and perform holiday rituals that have been passed down through the years.  Part of those rituals includes material possessions – a well-worn set of silver at the holiday table, grandmother’s china, or treasured tree ornaments from childhood. When we sit down to that holiday …Read More

  5. How to Talk to a Loved One About Estate Planning

    Estate planning rarely comes up in the course of regular conversation and if it does, it is usually involves what has happened to a celebrity’s fortune after his or her death.  The distance is safe, so the conversation can take place. But what if you need to discuss estate planning with a loved one – either your own estate plan or the one they have (or should have)? S…Read More

  6. 6 Things You Should NOT Include In Your Will

    A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitable option for most people, just about every estate plan includes this key document in one form or another. A will is used to designate how you want your assets distributed to your surviving loved ones upon your death. If you die without a will, state law governs how your…Read More

  7. Larry King’s Death Highlights the Importance of Updating Your Estate Plan for Divorce and Death – Part 2

    Legendary TV and radio host, Larry King, died at Cedars-Sinai Medical Center in Los Angeles on January 23rd, 2021 at age 87. Larry was hospitalized in December due to COVID-19, but he’d recently been moved from the ICU to a regular hospital room after recovering from the virus. However, the famed broadcaster suffered from a number of other health conditions over the year…Read More

  8. Larry King’s Death Highlights the Importance of Updating Your Estate Plan for Divorce and Death – Part 1

    Legendary TV and radio host, Larry King, died at Cedars-Sinai Medical Center in Los Angeles on January 23, 2021 at age 87. Larry was hospitalized in December due to COVID-19, but he’d recently been moved from the ICU to a regular hospital room after recovering from the virus. However, the famed broadcaster suffered from a number of other health conditions over the years,…Read More

  9. Managing Your Digital Afterlife: A Guide to Facebook’s Legacy Contract

    If you use Facebook to share, track, and report on important life events, it can provide an intimate snapshot of your life, and it can also serve as a key part of your legacy—and one you’ll likely want to protect following your death. With this in mind, as with any other digital asset you own, you should include your Facebook profile as part of your estate plan. While …Read More

  10. Does Your Estate Plan Protect Your Intellectual Property?

    If you own a business, you almost certainly have intellectual property. However, because your intellectual property is intangible, it can be invisible to you and those who aren’t familiar with the nature of intellectual property and its value, so it often gets overlooked, especially when it comes to estate planning. Yet, if you fail to properly document your intellectual…Read More

  11. Moving To A New State? Remember to Update Your Estate Plan

    Although you likely won’t need to have an entirely new estate plan prepared for you upon relocating to another state, you should definitely have your existing plan reviewed by an estate planning lawyer who is familiar with your new home state’s laws. Each state has its own laws governing estate planning, and those laws can differ significantly from one location to anot…Read More

  12. Former Zappos CEO Tony Hsieh Dies Without A Will – Part 2

    Last week, we discussed how Hsieh became an Internet pioneer, starting two wildly successful companies, LinkExchange and Zappos, the latter of which he sold to Amazon for $1.2 billion. It was as CEO of the online shoe brand Zappos where Hsieh developed his vision for life and business: delivering happiness. A Double Life Hsieh outlined this mission in the 2010 book, Deliv…Read More