Latest Blog Posts

Digital Afterlife: An Estate Plan For Your Social Media Accounts

Posted on: March 22nd, 2019
While the internet has made our lives easier by allowing us to access our information with the simple push of a button, it may be difficult for our loved ones to do the same once we are gone....

5 Steps for Coordinating Plans Across Generations

Posted on: March 19th, 2019
Intergenerational estate planning is important. This type of planning is about more than just helping one generation build as much wealth as possible. These plans help prepare heirs to both manage and preserve those assets into the future for long-lasting enjoyment....

What to Do with Your Beloved Collection

Posted on: March 15th, 2019
Whether your beloved collection consists of artwork, books, cars, music, or other significant items, you should not forget about this valuable asset when estate planning. You have likely spent quite some time -- whether years or your entire life -- building your collection; you should not leave its fate to the whims of the court....

Estate Planning: Why Me, Why Now, and Is a Will Enough?

Posted on: March 13th, 2019
Upon your passing, your Will has to go through probate – a process whereby a court reviews your Will and determines its validity. It is a lengthy and often costly process in many states to begin with and can become even lengthier if a Will is contested (e.g., on the grounds that someone coerced or cajoled their way into an inheritance). The delay in disposition of your assets and the accompanying legal costs may put your family members in financial straits...

Joint Tenancy Pitfalls: The ‘Simple’ Fix that Can Leave Your Family Broke

Posted on: March 1st, 2019
There are many ways to own your assets. When you die, it is only natural that you want your family to share in the bounty of your hard work....
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