As you’ve surely heard by now, we’re in the midst of great economic shifts, including a recession. The collapse of the crypto market, the roller coaster that is the stock…
Disability Insurance – 7 Issues To Consider
If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or injury, disability insurance…
Managing Digital Footprint After Death- Part 3
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by…
Managing Digital Assets After Death – Part 2
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by…
Managing Digital Assets After Death – Part 1
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by…
Trusts & Taxes -What You Need To Know
People often come to us curious — or confused — about the role trusts play in saving on taxes . Given how frequently this issue comes up, here we’re going…
2022 Estate Plan Review / Checkup: Is your estate plan up to date?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital importance of not only preparing…
ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 2
Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and Atlas Heche Tupper, age 13. Last week, in…
Anne Heche Dies With Conflict Around her Will – Part 1
Actress Anne Heche died this August following a tragic car #accident in which she plowed her #vehicle into a West Los Angeles home, where it burst into flames. After being…
Protect Your Aging Loved Ones From Undue Influence
Ever wonder about undue influence on our aging loved ones? Does this sound familiar? Following the death of a loved one, close family members are sometimes surprised to learn that…