Lessons from Celebrity Estates

Lessons from Celebrity Estates

Great questions to think about: Does your Will match your wealth transfer wishes? Are your assets titled correctly and have you set up the appropriate beneficiary designation forms? Have you established and funded all necessary trusts? You don’t have to be a...
Vacations Gone Bad

Vacations Gone Bad

Vacations Gone Bad How Delegating Parental Powers Can Be Critical With summer vacation time upon us, despite our Covid-19 world, many people are hitting the road or jumping on a plane. It is not uncommon to have minor children go on vacation with another family or go...
2020 Estate Planning and Wills Study

2020 Estate Planning and Wills Study

The data according to Caring.com shows that “a majority of people believe estate planning is important, but a low number of people actually have documents in place which likely indicates a lack of education and familiarity with the process.” Even more...
Making a Will is a Necessity

Making a Will is a Necessity

Doing nothing may be disastrous according to your state’s intestacy laws. See what may happen if you are married and have children from a prior relationship, or if you die and had an unmarried partner....