Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as updating your address if your marriage includes a move, changing your tax filing status …
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1
Wedding season is approaching, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move as a married couple – creating an estate plan. With all the joy and …
ESTATE PLANNING WITH PRIDE
Estate planning is important for everyone, but maybe more so for LGBTQ+ people, especially those with families. Since 2015, marriage has been a right guaranteed to all Americans, but it is not one that feels perpetually secure. Reading through the …
What Do Lasagna and Estate Planning Have in Common?
What Do Lasagna and Estate Planning Have in Common? Have you ever heard horror stories about families fighting over Grandma’s jewelry or getting stuck in a never-ending legal battle after someone passes away? Or about how long it can take …
Labor Day Reflections and Your Legacy
Labor Day, observed in the United States on the first Monday in September, is not only the unofficial end of summer but also a celebration of the contributions and achievements of American workers. Originating from the labor movement and the …
How Beneficiary Designations Put Your Family at Risk
You’ve worked hard to build your assets and secure your family’s future. Like many responsible adults, you’ve named beneficiaries on your retirement accounts, life insurance policies, and maybe even your banking and investment accounts. It feels good to know you’ve …
Would $23,000 Make a Difference to You?
Imagine discovering thousands of dollars that belong to you, only to be told you can’t have it. This frustrating scenario became a reality for a woman named Dale Benerofe, a Georgia resident, when she found $23,000 in unclaimed property from …
Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter
For the last two weeks, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of our four-part celebrity series, we discuss a topic that no one wants to think about as it may …
Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts
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 …
Celebrity Estate Plans Series: Michael Jackson
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 maybe we feel like we can’t relate and …
- Page 1 of 2
- 1
- 2