Oct 23, 2023 | Estate Planning, Trust, Updates
To make sure your trust works for you, avoid these funding fiascos and work with an attorney who will ensure that everything gets into your trust. Forgetting to Update Your Account Beneficiaries Many people mistakenly believe that a will or trust alone is enough to...
Oct 16, 2023 | Estate Planning, Trust
Enacted in 2020 and set to take effect on January 1, 2024, this act aims to tackle money laundering and terrorism financing schemes involving “shell” corporations—companies that exist merely on paper and don’t engage in actual business or trade (like...
Oct 9, 2023 | Estate Planning, Family
We offer a unique service to our clients called a Family Legacy Interview to help preserve your unique legacy for future generations. The interview process is built into all of our plans, and it’s an opportunity to share your love with the ones you care about most,...
Oct 2, 2023 | Celebrities, Estate Planning
If you’re going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom goes beyond picking stocks...
Sep 25, 2023 | Estate Planning, Wills
If you don’t want to leave your family with a mess if something happens to you, it’s important to know how a will works and when it can be used to benefit you and your family. What Exactly Is a Will and How Does it Work? A will is a written document that directs...
Sep 18, 2023 | Blended Family, Estate Planning
In a blended family, you work hard to navigate complexities to keep the family unified and happy. But what you might not know is that our laws for what happens if you become incapacitated or die are still very much based on the traditional family model, which means...
