Jan 13, 2025 | Children, Estate Planning, Family, Trust
You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging voice reminding you that you still haven’t created a will or trust or updated the estate plan you do have? As we enter 2025,...
Jan 6, 2025 | Children, Estate Planning, Finances, Trust
When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference. This article will break down the essentials of how asset ownership influences aid eligibility, offer actionable strategies to increase...
Dec 29, 2024 | Estate Planning, Family
In this second installment of a two-part Q & A series, we’ll break down the key differences between your primary estate planning options and explore practical ways to ensure your family is protected, no matter what the future holds. Let’s dive in, beginning with a...
Dec 22, 2024 | Estate Planning, Family, Finances
In this first installment of a two-part series, we’ll answer the most common questions about asset ownership and management. We’ll also outline ways in which you can make things as easy for your family after your death. So let’s dive in, beginning with a question...
Dec 16, 2024 | Celebrities, Estate Planning
When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a family divide threatening to tarnish his legacy. His daughters Antonia and Johanna Bennett are now suing their brother, Danny, who serves...
Dec 9, 2024 | Estate Planning, Family, Holidays
Many families are busy planning menus, coordinating travel, and preparing for the holidays. While the festivities are important traditions, the holidays offer something even more valuable—a perfect opportunity to think about, discuss, and preserve your family’s...
