You regularly check the balances of your retirement, bank, and investment accounts. But when was the last time you checked the beneficiary designations on these accounts (and really, all the other accounts that allow you to name a beneficiary)? It may have been years since you first opened an individual retirement account, bought a life insurance […]
Michael Jackson passed away in 2009, but the settling of his estate continues more than 15 years after his death due to a lingering tax dispute with the Internal Revenue Service (IRS) and other legal challenges, including a lawsuit brought by his mother over a deal to sell part of his music rights to Sony Music […]
You have meticulously created your estate plan to ensure that it includes and addresses all of your most important assets (accounts and property). You have reviewed your asset list repeatedly, and everything seems to be accounted for. But what if you have forgotten something? Are you willing to update your plan every time you acquire a […]
Ask any parent about their goals for estate planning, and their first answer will be their wish to provide for their children. This goal is most effectively accomplished through an estate plan where parents can officially and formally express their wishes and intentions for providing for said children. There are two primary options for leaving an […]
Estate planning is about protecting what is important to you. Although much of the traditional estate planning conversation focuses on surviving spouses, children, grandchildren, and charities, many pet parents wonder what could happen to their “furry children” after their death. Enter the pet trust. This tool is something that can be easily incorporated into a new or […]
As a millennial, you are contributing to the workforce in a major way and are making positive changes in the world around you. We understand that your concerns may differ from someone of a different generation, and we are here to help you craft an estate plan that protects your future and addresses the things that […]
It’s fair to say that estate planning has never been truly popular. Research shows that, in 2024, less than one-third of Americans report having a will.[1] And even fewer people are creating estate plans today than in years past. However, the trust is that every adult—whether they are 19 or 99—really should have a will at a […]
Many of us are familiar with the story of Snow White and the Seven Dwarfs. Central to the story is the relationship between Snow White and her stepmother. After losing his first wife, the king decided to remarry in order to provide a motherly influence for his daughter, Snow White. While things were peaceful for a […]
