Estate Planning
Estate Planning · January 13, 2025
Start the new year with peace of mind by protecting the people you love most. From organizing your finances and minimizing taxes to creating a lasting message for your family, these five essential steps ensure your loved ones are cared for no matter what. Learn how a comprehensive Life & Legacy Plan can keep your family out of court and conflict while preserving your legacy. Click to explore practical ways to secure your family’s future in 2025.
Estate Planning · January 06, 2025
Confused about whether to choose a will, a trust, or take no action at all? In Part 2 of our estate planning Q&A series, we break down the pros and cons of common estate planning options and explore the real-life impact of these decisions on your family. Learn how to avoid probate, protect your assets, and create a plan that minimizes stress for your loved ones. Click to uncover practical strategies for securing your family’s future with ease.
Estate Planning · December 27, 2024
If you're like most people, you most likely own numerous digital assets, some of which may have significant monetary value and some which have purely sentimental value. You may also own digital assets which hold no value for anyone other than yourself or have a certain digital property that you'd prefer your family and friends not access or inherit when you pass away. To ensure all your digital assets are passed on according to your wish, you must adapt your estate planning strategies.
Estate Planning · December 23, 2024
Recent advances in digital technology have made many aspects of our lives exponentially easier and more convenient. But at the same time, digital technology has also created some serious complications when it comes to estate planning. Without the proper estate planning, just locating and accessing your digital assets can be a major headache—or even impossible—for your loved ones following your incapacity or death.
Estate Planning · December 20, 2024
Confused about how to handle your assets in estate planning? From joint ownership to transfer-on-death designations, understanding how your accounts are titled and who has access is key to protecting your assets and ensuring a smooth transfer to your loved ones. In Part 1 of this series, we dive into common questions about account ownership, trusts, and keeping your asset inventory updated to avoid probate, reduce risks, and safeguard your family’s future. Read on to learn more.
Estate Planning · December 13, 2024
With political changes on the horizon, families with unique planning needs—like LGBTQIA+ households and those with children who have special needs—face new uncertainties. Federal protections for healthcare, education, and parental rights may shift, but proactive estate planning can safeguard your loved ones. Learn how to create a comprehensive Life & Legacy Plan that secures healthcare access, educational rights, and family protections regardless of policy changes. Click to explore strategies fo
Estate Planning · December 09, 2024
With tax exemptions at historic highs and interest rates shifting, estate planning has never been more critical—or more time-sensitive. Delaying action could mean missing opportunities to protect your wealth and loved ones before changes take effect. Learn how today’s conditions can work in your favor and prepare for what’s to come. Click to explore strategies for navigating this time of change and securing your legacy.
Estate Planning · December 06, 2024
As you already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money you'll leave behind, but also includes your wishes, insights, stories, and experience. That's why, this year, we invite you to ask your loved ones the 32 important questions that can reveal a wealth of valuable life lessons - family treasures to discuss and share with generations to come.
Estate Planning · December 02, 2024
Family disputes over inheritance can tear loved ones apart, as seen in Tony Bennett’s $100M estate battle. The pain of mistrust and mismanagement is avoidable with the right estate plan. Imagine leaving your family not just assets but peace and unity. Learn the key steps to protect your loved ones and avoid conflict. Click to explore lessons from this high-profile estate planning case and how to safeguard your legacy.
Estate Planning · November 25, 2024
Navigating the complexities of trademark protection is crucial for any business owner, as illustrated by the recent high-profile trademark dispute involving Hailey Bieber’s skincare line. This guide highlights three essential lessons for protecting your intellectual property effectively. Learn the importance of early brand protection, the critical role of thorough documentation, and strategies for future-proofing your brand against emerging market challenges. Whether facing celebrity competition