Blog Articles
What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 2
This week we continue our discussion on estate planning for a loved one with dementia and how planning must become more proactive and strategic than ever to avoid conflict over your loved one's wishes in the future. Read more…
3 Questions to Ask Yourself Before Creating Your Estate Plan With AI
The allure of Do-It-Yourself estate planning through AI is strong, especially when you think your situation is simple and straightforward. But here's the truth: estate planning is not just about creating a set of documents, and it's almost always more complicated than you think. Read more…
Kobe Bryant's Untimely Death Highlights the Vital Need for Estate Planning at All Ages
While it's too early to know the exact details of Kobe's estate plan (and he may have planning vehicles in place to keep the public from ever knowing the full details), we can still learn from the issues his family and estate are likely to face in the aftermath of his death.
How and When to Talk to Your Children About Money
Whether you consider yourself wealthy or not, you need to think about how (and when) to talk with your children about money, whether they're little kids, tweens, teens, or already adults. Here, we're showing you how each of these three stages apply to your family wealth as a whole.
With Tax Laws in Flux: What Should You Do Now?
While the proposed legislation is still under consideration and far from being finalized, given the broad-reaching impact these changes stand to have, we strongly encourage you to contact us now if you would be affected by the proposed legislation should it eventually pass.