Ask ten people on the street what the first step to building an estate plan is and I’ll bet my pinky finger that the majority will tell you to talk to a lawyer (or to ask Google) and the rest will hastily shuffle away, thinking you’re trying to sell them something....
The coronavirus pandemic has been a reminder of how quickly our lives can change. Seemingly healthy people are being afflicted with this virus, leading to untimely deaths and heartbroken families. These monumental and shocking events should be prompting us all to...
A few months ago, even the most embittered pessimist couldn’t have imagined hundreds of thousands of Americans losing their parents or guardians and their jobs at the same time. No one should have to navigate both bankruptcy and bereavement…and yet, here we are. As...
Any good parent aspires to teach their children self-responsibility, good decision making, and the ability to plan for adversity—among many other things. Until a child has flown the nest, it rests on the parent to act as a backstop and guide. That being said, it’s so...
At this point, you don’t need to be reminded of the events of the present. If there were ever a wake-up call to get your estate plan in order, recent news is it. Planning for the future is especially critical if you are a business owner or CEO. First Steps to Asset...
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