The new year is underway, but it’s never too late to set resolutions. One area that you might not have thought about when you set your 2024 goals is estate planning objectives. Estate planning may not be a sexy pursuit, but it’s the only way to properly ensure your...
Halloween is the season of ghosts and ghouls, and as scary as these supernatural creatures may be, there is something far more terrifying out there—an estate plan gone wrong. Yes, we’re an estate planning law office so we may be biased. However, as the following...
Daylight savings is now behind us and spring is officially in the air. As winter thaws, trees start to regain their foliage, and the first tulips begin peeking out, the world feels flush with energy. New life is everywhere and with it, newfound motivation. Spring is...
I met with my longtime client Stan to review his planning. Stan is a widower and his daughter, Anna, is his only child and sole beneficiary. His assets are well below the estate tax threshold. He has retirement savings, personal property, and a house. During our...
It is easy to assume that the rich and famous are immune to financial calamity and yet where planning for the future is concerned, this is hardly true. Countless examples of the super-wealthy losing hundreds of millions to poor (or non-existent) estate plans exist...
Hollywood is in the business of entertainment, not education, and so it’s no surprise that they rarely stay true-to-fact when addressing nuanced social issues. Drama sells, after all; detailed explanation doesn’t. This said, two recent productions—I Care a Lot and...
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