Travel Smart: Update Your Estate Plan Before You Go
Your summer travel plans may look nice and that jump off the cliff into the Caribbean Sea is nothing short of amazing. With everything happening in the world today,
Four Documents Every Student Should Have in Their Backpack
Do you have a son or daughter preparing to leave the nest for college, the military or a gap year? It may be the right time to start your young adult on the road to a well-planned estate.
Overcoming Challenges to Planning
For many, after coming to grips with your own mortality the next hardest part to planning is deciding who gets what and the naming game.
Giving Peace Of Mind Through Estate Planning
Sending a son or daughter off to college, can be a stressful time for parents. With everything going on in the world today, you want to be sure your child is safe. Having access to medical information about your child if a health crisis arise would be a relief. And, being able to step in and manage your […]
Don’t Lose Your Superpower When Your Child Turns 18
If you are anything like me, if something happens to my son or daughter, I am ready to swoop in as “the Ultimate Protector” – protecting their interests and managing the situation.
Will, Stress And Family Fued
We see it time and time again like a bad rerun, when public figures die with unplanned estates. Family feuds over who gets what are played out in courtrooms across this country from New York to California with lawyers singing all the way to the bank.
Using Family Wealth as a Force for Good
You may not be loaded like billionaire investor Robert F. Smith and have the ability to pay off student loans for an entire graduating class, but you can make a difference with the wealth you steward.
Estate Planning: Getting Beyond the Basics
Estate planning is much more than having a Will or Trust and Powers of Attorneys. If done right, organizing your affairs can help avoid family feuds, loss of assets, reduce taxes,
Financial Bliss After the “I DOs”
It is finally happening! You said YES. RSVPs confirmed. Chapel booked. Bridesmaids are in formation and your dress is hot off Kleinfelds’ rack.
The Vultures are Circling…Is Your Estate the Prey?
Despite the various options available to manage and protect family wealth of all levels, too many of us have taken the stand, “I don’t have much so why plan?