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2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?
  • Post author:Sotera Anderson
  • Post published:November 15, 2021

2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly updated. Estate planning…

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  • Think You Are Too Young to Need An Estate Plan? Think Again
    Sotera Anderson
    • Post author:Sotera Anderson
    • Post published:November 8, 2021

    Think You Are Too Young to Need An Estate Plan? Think Again

    The pandemic has caused Americans to change their behavior in a number of different ways, and one of the most positive of these changes is related to estate planning. For…

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  • Why You Need a Trust – Even if You Aren’t Rich
    Why You Need a Trust - Even if You Aren't Rich
    • Post author:Sotera Anderson
    • Post published:October 18, 2021

    Why You Need a Trust – Even if You Aren’t Rich

    When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust is actually a great estate planning tool for many people…

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  • With Tax Law s in Flux: What Should You Do Now? – Part 2
    • Post author:Sotera Anderson
    • Post published:October 8, 2021

    With Tax Law s in Flux: What Should You Do Now? – Part 2

    On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax law s.…

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  • House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning—Part 1
    • Post author:Sotera Anderson
    • Post published:October 4, 2021

    House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning—Part 1

    On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically,…

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  • A Not-So-Happy Accident: Bob Ross ’ Estate Planning Failures Leave His Son With Next to Nothing—Part 2
    • Post author:Sotera Anderson
    • Post published:September 27, 2021

    A Not-So-Happy Accident: Bob Ross ’ Estate Planning Failures Leave His Son With Next to Nothing—Part 2

    As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture icon, who was equally famous for his giant head of…

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  • A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures Leave His Son With Next to Nothing—Part 1
    • Post author:Sotera Anderson
    • Post published:September 20, 2021

    A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures Leave His Son With Next to Nothing—Part 1

    As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture icon, who was equally famous for his giant head of…

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  • Estate Planning Must-Haves For Single Parents
    • Post author:Sotera Anderson
    • Post published:September 13, 2021

    Estate Planning Must-Haves For Single Parents

    If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being pulled between work, school activities, and home - and the…

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  • Estate Planning 101 –  Wills vs. Trusts
    • Post author:Sotera Anderson
    • Post published:September 7, 2021

    Estate Planning 101 – Wills vs. Trusts

    Wills and trusts are two of the most commonly used estate planning documents - they form the foundation of most estate plans. While both documents are legal vehicles designed to…

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  • Legendary Rapper DMX Dies With No Will, Millions in Debt, and 15 Children—Part 2
    • Post author:Sotera Anderson
    • Post published:August 27, 2021

    Legendary Rapper DMX Dies With No Will, Millions in Debt, and 15 Children—Part 2

    Legendary hip hop artist DMX —born Earl Simmons—passed away on April 9 at age 50 after suffering a massive heart attack a week earlier at his home in White Plains,…

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