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How to Pass Down Your Family Wealth Legacy During The Holidays
  • Post author:Sotera Anderson
  • Post published:December 14, 2021

How to Pass Down Your Family Wealth Legacy During The Holidays

What is your legacy? As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money…

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  • Long-Term Care Insurance: FAQs
    • Post author:Sotera Anderson
    • Post published:November 29, 2021

    Long-Term Care Insurance: FAQs

    Our nation’s population is aging at a faster rate than ever before, and collectively we are living much longer than in the past. In fact, by 2034, seniors (age 65…

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  • 10 Things You Should Know About Living Wills
    Incapacity Plan
    • Post author:Sotera Anderson
    • Post published:November 22, 2021

    10 Things You Should Know About Living Wills

    When it comes to estate planning, you’ve most likely heard people mention a couple of different types of wills. The most common is a “last will and testament,” which is…

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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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  • 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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  • 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 1
    • Post author:Sotera Anderson
    • Post published:August 13, 2021

    Legendary Rapper DMX Dies With No Will, Millions in Debt, and 15 Children—Part 1

    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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