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Estate Planning

  1. 4 Tips For Talking About Estate Planning With Your Family Over the Holidays

    Tags:
    Estate Planning, family, holidays, leaving a financial legacy, planning

    With COVID-19 still raging, your 2020 holiday season may not feature the big family get-togethers of years past, but you’ll still likely be visiting with loved ones in some fashion, whether via video chat or in smaller groups. Though the holidays are always a good time to bring up estate planning,…Read More

  2. Getting Divorced? Don’t Overlook These 4 Updates to Your Estate Plan – Part 2

    Tags:
    divorce, estate plan, Estate Planning, trusts

    Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, including estate planning. Yet with so much to deal with during the divorce process, many people forget to update their plan or put it off until it’s too late. Failing to update your plan before, …Read More

  3. Getting Divorced? Make Sure You Don’t Overlook These 4 Updates to Your Estate Plan – Part 1

    Tags:
    divorce, Estate Planning, medical power of attorney

    Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, including estate planning. Yet with so much to deal with during the divorce process, many people forget to update their plan or put it off until it’s too late. Failing to update your plan for divo…Read More

  4. Will Your Estate Plan Actually Work When Your Family Needs It?

    Tags:
    Asset Management, Estate Planning, legacy planning, Trust

    If you’re like most people, you likely think estate planning is just one more task to check off your endless “to-do” list. You may shop around and find a lawyer to create planning documents for you, or you might try creating your own DIY plan using online documents. Then you’ll put those doc…Read More

  5. Black Panther Star Chadwick Boseman Dies Without A Will – Part 2

    Tags:
    Celebrity Estates, end of life planning, Estate Planning, financial planning, medical power of attorney

    On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife Taylor Simone Ledward filed documents with the Los Angeles probate court seeking to be named administrator of his estate. Earlier this year, Boseman and Ledward were married, and the marriage gives Le…Read More

  6. Black Panther Star Chadwick Boseman Dies Without A Will – Part 1

    Tags:
    Celebrity Estates, Estate Planning, Trust

    On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Taylor Simone Ledward, filed documents with the Los Angeles probate court seeking to be named administrator of his estate. Earlier this year, Boseman and Ledward were married, and the marriage gives …Read More

  7. Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep – Part 2

    Tags:
    Estate Planning, financial management, financial planning, Taxes

    No matter who you vote for on November 3rd, you may want to start considering the potential legal, financial, and tax impacts a change of leadership might have on your family’s planning. As you’ll learn here, there are a number of reasons why you may want to start strategizing now if you could b…Read More

  8. Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep – Part 1

    Tags:
    Estate Planning, financial planning, tax plan, Taxes

    No matter who you are voting for on November 3rd, you may want to start considering the potential legal, financial, and tax impacts a change of leadership might have on your family’s planning. As you’ll learn here, there are a number of reasons why you should start strategizing now, because if y…Read More

  9. What You Should Know Before Agreeing to Serve as Trustee

    Tags:
    Asset Management, Beneficiary, Estate Planning, Trust, Trustee

    Being asked by a loved one to serve as trustee upon their death can be quite an honor, but it’s also a major responsibility—the role is definitely not for everyone. Serving as a trustee entails a broad array of duties, and you are both ethically and legally required to properly execute those dut…Read More

  10. Lost An Old 401(k)? Here Are 6 Tips For Finding It

    Tags:
    Estate Planning, financial planning, Retirement

    The days of working for a single employer for decades until you retire are over. Today, you are much more likely to change jobs multiple times during your career. According to the Bureau of Labor Statistics, today’s workers have held an average of 12 jobs by the time they reach their 50s. Since pe…Read More

  11. Supreme Court Case Could Impact LGBTQ Adoption, But Estate Planning Offers Alternate Options

    Tags:
    Estate Planning, LGBTQ Adoption

    A case on the Supreme Court’s docket for October could have a major impact on the parental rights of same-gender couples seeking to adopt or foster children. In February, the high court agreed to hear Fulton v. City of Philadelphia, which deals with whether taxpayer-funded, faith-based foster care…Read More

  12. Coronavirus and It’s Impact On You

    Tags:
    Estate Planning, Preparation, Public Health, Public Safety

    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 quarantined, potentially for months, others are saying th…Read More

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