Tag: Estate Planning

  • Reflections on Your Legacy

    Reflections on Your Legacy

    This fall, we invite you to take a meaningful pause and reflect on the legacy you’re building through your life’s work. Your hard work deserves to be protected. You can ensure that everything you’ve built is passed on exactly as you wish, safeguarding your values and assets for future generations. It’s a call to action…

  • How Relying On Beneficiary Designations Puts Your Family at Risk (And How To Fix It!)

    How Relying On Beneficiary Designations Puts Your Family at Risk (And How To Fix It!)

    As a professional in the field, I’ve seen many financial advisors, accountants, and even other lawyers suggest that naming beneficiaries on your accounts is sufficient, and that you don’t need an estate plan. However, they often overlook the potential risks to your family’s financial future.

  • Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers

    Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers

    In this last installment of our four-part celebrity series, we spotlight Elvis, the King of Rock. Although he passed away in 1977, his estate can teach us valuable lessons, even in 2024, about the importance of estate planning and how to avoid falling prey to scammers.

  • Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter

    Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter

    In this third installment of our four-part celebrity series, we discuss a topic that no one wants to consider as it may seem to be a fate worse than death: incapacity. Find out what Jay Leno and his family can teach us about the need to be prepared, no matter what happens.

  • Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts

    Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts

    This week, we’re continuing to look at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). Last week, we examined Michael Jackson’s planning and the holes in his plan that resulted in his family being embroiled in court and conflict for 15 years and counting (if you missed it, go…

  • Celebrity Estate Plans Series Part 1 of 4: Michael Jackson

    Celebrity Estate Plans Series Part 1 of 4: Michael Jackson

    What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. So, for the next few weeks, we will look at the lives of 4 celebrities and see what we can learn from their stories.  This week, we’re turning the spotlight on Michael Jackson.…

  • The Surprising Connection Between Men’s Health and Estate Planning

    The Surprising Connection Between Men’s Health and Estate Planning

    As you may know, June marked Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the early detection and treatment of disease among men and boys. Gentlemen, you already know that taking care of your health allows you to prolong your life and enhance your quality of…

  • Protecting Your LGBTQIA+ Family: An Estate Planning Guide for Non-Biological Parents

    Protecting Your LGBTQIA+ Family: An Estate Planning Guide for Non-Biological Parents

    As an LGBTQIA+ non-biological parent, June sparks a flurry of Pride celebrations reminding you of the remarkable progress the community has made, while also shining a light on the ongoing fight for full equality. One area where you may still face unique legal hurdles is in ensuring your parental rights are properly protected, if you…

  • Avoid These 4 Common Estate Planning Pitfalls

    Avoid These 4 Common Estate Planning Pitfalls

    If you’re a parent, you’ve always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can falter if you overlook the complexities of estate planning. Let’s explore some common pitfalls that parents often encounter, then offer practical strategies to navigate them successfully.  Heads…

  • Crafting Your Lasting Legacy With Estate Planning

    Crafting Your Lasting Legacy With Estate Planning

    Legacy and estate planning are often misunderstood and perceived as “only for the wealthy” and/or “philanthropic”. But that couldn’t be further from the truth.  Legacy isn’t just about money or wealth. Legacy includes capturing your life stories, passing on your values, and ensuring your loved ones have a record of the essence of what matters…