Estate Planning

Estate Planning For the Newly Married

Now is the perfect time to start working on an estate plan—because, as newlyweds, you may not have a list of your accounts, but you’ve effectively just done a working inventory of your possessions—as you’ve figured out how to consolidate two households into one. You’ve already been working on the new banking and shared responsibility of bills and taxes and so forth. Use all that time and energy and work as a leapfrog into planning for your future—so you’ll be that much more prepared for the house, the kids, and the next stages of your new life together.

Estate Planning For the Newly Married Read More »

Three Celebrity Probate Disasters 

One would assume that celebrities with extreme wealth would take steps to protect their estates. But think again: some of the world’s richest and most famous people enter the pearly gates with no estate plan, while others have made estate planning mistakes that tied up their fortunes and heirs in court for years. Let us look at three high-profile celebrity probate disasters and discover what lessons we can learn from them. 

Three Celebrity Probate Disasters  Read More »

A Tale of Two Celebrities: Chadwick Boseman and Eddie Van Halen

This year, the deaths of two significant celebrities—the international rock superstar Eddie Van Halen and the global acting phenomenon Chadwick Boseman—provide examples of key considerations in this process. In some ways, these men could not be any more different; however, they serve as a lesson that all of us should have an estate plan in place to protect the ones we love.

A Tale of Two Celebrities: Chadwick Boseman and Eddie Van Halen Read More »

Thirteen Estate Planning Terms You Need to Know

Estate planning is an incredibly useful tool, not just for the wealthy or those planning for retirement.  Estate planning is something every adult should do.  Estate planning can help you accomplish any number of goals, including appointing guardians for minor children, choosing healthcare agents to make decisions for you should you become ill, minimizing taxes

Thirteen Estate Planning Terms You Need to Know Read More »