May 3, 2022

Why Estate Plans Should Be Updated As Often As a Resume

By |May 3rd, 2022|Estate Planning|Comments Off on Why Estate Plans Should Be Updated As Often As a Resume

Why Estate Plans Should Be Updated As Often As a Resume How Often Should I Update My Estate Plan? A resume is a snapshot of your experience, skill set, and education that provides prospective employers insight into who you are and how you will perform. Imagine not updating your resume for five, ten, or even [...]

May 3, 2022

Estate Planning Updates: How Many Tweaks Are Too Many?

By |May 3rd, 2022|Estate Planning|Comments Off on Estate Planning Updates: How Many Tweaks Are Too Many?

Estate Planning Updates: How Many Tweaks Are Too Many? Amendment Or Restatement? How To Update Your Estate Plan If your life or the law has changed since you signed your last will and testament (will) or trust agreement, you need to update your document. You can make updates to a revocable living trust by way [...]

May 3, 2022

Why Estate Plan Should Never Be a Set-It-&-Forget-It Endeavor

By |May 3rd, 2022|Estate Planning|Comments Off on Why Estate Plan Should Never Be a Set-It-&-Forget-It Endeavor

Why Estate Plan Should Never Be a Set-It-&-Forget-It Endeavor Common Life Changes That Can Impact Your Already Established Estate Plan As we all know, life happens. There is really nothing we can do about it. However, some of the most common life events can have a dramatic effect on your estate plan. If you think [...]

May 3, 2022

Meat Loaf’s $40 Million Estate: The Legacy Of a Rock & Roll Icon

By |May 3rd, 2022|Assets, Estate Planning|Comments Off on Meat Loaf’s $40 Million Estate: The Legacy Of a Rock & Roll Icon

Meat Loaf’s $40 Million Estate: The Legacy Of a Rock & Roll Icon The Possible Fates Of Meat Loaf’s Estate Meat Loaf, whose real name was Michael Lee Aday, passed away earlier this year at the age of seventy-four. The singer behind 1977’s Bat Out of Hell—one of the best-selling albums of all time—experienced ups [...]

May 3, 2022

7 Ways Of Leaving Your Family a Great Legacy Without a Lot Of Money

By |May 3rd, 2022|Estate Planning|Comments Off on 7 Ways Of Leaving Your Family a Great Legacy Without a Lot Of Money

7 Ways Of Leaving Your Family a Great Legacy Without a Lot Of Money Follow These Steps To Leave Your Family a Long-Lasting Inheritance Although the word “inheritance” usually conjures up images of property or accounts with significant monetary value, you can leave your family an even longer-lasting inheritance by doing these seven things, whether [...]

May 3, 2022

Estate Planning Lessons Disney’s Encanto Can Teach Us

By |May 3rd, 2022|Estate Planning|Comments Off on Estate Planning Lessons Disney’s Encanto Can Teach Us

Estate Planning Lessons Disney’s Encanto Can Teach Us Valuable Estate Planning Lessons To Take Into Consideration Not only is Disney’s award-winning animated film Encanto hugely entertaining, it also contains the following valuable estate planning lessons: Leaving a family legacy is important and can have an impact beyond your immediate family. Be sure to consider the [...]

May 3, 2022

Dutiful Child Or Manipulative Caretaker Of The Elderly?

By |May 3rd, 2022|asset protection, Estate Planning|Comments Off on Dutiful Child Or Manipulative Caretaker Of The Elderly?

Dutiful Child Or Manipulative Caretaker Of The Elderly? How To Recognize & Prevent Elder Financial Abuse As parents age and their physical and mental capacities diminish, it is natural for their adult children, recognizing the parents’ decreasing ability to care for themselves, to step in and help them. Often, a specific child will take over [...]

May 3, 2022

Summer Camp Checklist: Prepare Your Kids For Summer Camping Season

By |May 3rd, 2022|Estate Planning|Comments Off on Summer Camp Checklist: Prepare Your Kids For Summer Camping Season

Summer Camp Checklist: Prepare Your Kids For Summer Camping Season Things You Should Plan Ahead Of Time Before Your Children Heads To Camp Summer camps are expected to be back in full swing this year after two pandemic summers forced them to close or operate at limited capacity. Camp is a great opportunity for kids [...]

Apr 5, 2022

Non Financial Family Contribution: No Contribution Is Too Small

By |April 5th, 2022|Estate Planning|Comments Off on Non Financial Family Contribution: No Contribution Is Too Small

Non Financial Family Contribution: No Contribution Is Too Small What Is a Non Financial Family Contribution & Does It Matter? Most American strive to earn a decent-sized paycheck to support themselves and their families when they go to work. Stay-at-home parents, however, work to provide valuable nonfinancial contributions to their families everyday. They make sure [...]

Apr 5, 2022

Silent Trust: Could I Be The Beneficiary Of a Trust Without Knowing?

By |April 5th, 2022|asset protection, Estate Planning|Comments Off on Silent Trust: Could I Be The Beneficiary Of a Trust Without Knowing?

Silent Trust: Could I Be The Beneficiary Of a Trust Without Knowing? How Does a Silent Trust Work? People who have accumulated a substantial amount of wealth during their lifetime are often reluctant to disclose the full extent of their wealth to their children. Although there may be a number of good reasons for high-net-worth [...]

Go to Top