When it comes to estate planning for your family's future, the options can feel overwhelming. Should you get a will? Create a trust? And what happens if you do nothing…
Common Estate Planning Questions Part 1 of 2 – On How to Handle Your Assets
When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership and asset management. Understanding how accounts…
Estate Planning in Times of Change: Part 2 of 2
In Part 1 of this series, we explored general estate planning considerations given today's changing landscape, especially related to taxes, interest rates, and asset protection. Now, let's focus on how…
Estate Planning in Times of Changes: Part 1 of 2
With a new presidential administration onboarding, the estate planning landscape is shifting beneath our feet. If you've been waiting for the "right time" to create or update your estate plan,…
Lessons from Tony Bennett ‘s Estate Battle
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…
How Thanksgiving Can Inspire Your Family Legacy Planning
As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the turkey, stuffing, and pumpkin pie are important (and delicious) traditions, this…
How property Management Can Save You Money
GUEST POST by Louis Swanepoel Property management involves overseeing and managing real estate properties on behalf of their owners. The primary goal is to ensure that the property is well-maintained,…
Executor Duties – The Hidden Truth About Settling a Loved One’s Estate
When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs. However, what many people don't…
Have you turned it off and back on?
GUEST POST by Ellie Brenner In light of growing mobile security threats, the National Security Agency has released the best practices for smartphone cybersecurity, providing valuable guidance for both personal…
Veterans: Your Legacy is Worth Protecting
As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with unwavering dedication. Your military service demonstrated a profound commitment to…