Posted on: August 8, 2024
This week, we’re continuing to look at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). Last week, we examined Michael Jackson’s planning and the holes in his plan that resulted in his family being embroiled in court and conflict for 15 years and counting (if you missed it, go […]
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Posted on: August 5, 2024
Welcome back, savvy small business owners! If you thought the first five small business tax moves that owners should make in Q3&4, which we covered last week, were exciting, buckle up because we will take your tax strategy to the next level. In Part 1, we explored supercharging your retirement accounts, making the most of […]
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Posted on: August 1, 2024
What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. Maybe it’s because we can relate in some way or feel like we can’t relate, which makes celebrities interesting. Their lives always seem attractive, but somehow… just out of reach. So, for the […]
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Posted on: July 25, 2024
It has been said that the only thing harder than being an addict is loving one. It can be challenging for a parent to bring a child into the world full of hopes and dreams about their future and then watch them spiral down into addiction. Having someone in your life who struggles with substance […]
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Posted on: July 18, 2024
Thinking about the world and how our loved ones will fare after we pass away can be very difficult. Although we all know that we will pass away at some point, this is not something most people like to dwell on. However, by proactively planning and prioritizing your goals, you can craft an estate plan […]
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Posted on: July 15, 2024
Moving away from home is a significant milestone in adulthood. For the first time, you might have to secure housing, buy insurance, sign up for utilities, and manage your finances. This can feel overwhelming as you adapt to a new living environment and possibly a new career. With greater independence comes more responsibility. Your family […]
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Posted on: July 11, 2024
Fewer people are creating estate plans today than in years past. Research shows that, in 2024, less than one-third of Americans report having a will.[1] Every adult—19 or 99—should have a will at a minimum. Many people can also benefit from estate planning documents such as trusts, powers of attorney, and advance directives. But even […]
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Posted on: July 8, 2024
As a millennial, you are contributing to the workforce in a significant way and are making positive changes in the world around you. We understand that your concerns may differ from those of a different generation, and we are here to help you craft an estate planning process that protects your future and addresses the […]
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Posted on: July 4, 2024
As you celebrate the Fourth of July and all it represents - freedom, independence, and the pursuit of happiness -, take pride in the ultimate American liberty: the right to decide your affairs, even after death or in the event of incapacity. An estate plan, specifically a Life & Legacy Plan, is the way to […]
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