client – Page 4 – Estates Planning

05 Sep

How Relying On Beneficiary Designations Put Your Family at Risk (And How To Fix It!)

September 5, 2024
Posted by client

You've worked hard to build your assets and secure your family's future. Like many responsible adults, you've named beneficiaries on yo...

29 Aug

Estate Planning

Would $23,000 Make a Difference to You?

August 29, 2024
Posted by client

Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. This frustrating scenario became a real...

22 Aug

Estate Planning

Would You Make This Million Dollar Mistake?

August 22, 2024
Posted by client

Imagine this: You're in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as...

15 Aug

Estate Planning

Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers

August 15, 2024
Posted by client

For the last few weeks, we’ve discussed celebrities and how they planned for their deaths. We started with the King of Pop, Michael Jac...

08 Aug

Uncategorized

Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter

August 8, 2024
Posted by client

For the last two weeks, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of ou...

01 Aug

Uncategorized

Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts

August 1, 2024
Posted by client

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,...

25 Jul

Uncategorized

Celebrity Estate Plans Series Part 1 of 4: Michael Jackson

July 25, 2024
Posted by client

What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. So, for ...

18 Jul

Uncategorized

The Surprising Connection Between Men’s Health and Estate Planning

July 18, 2024
Posted by client

As you may know, June marked Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men ...

11 Jul

Uncategorized

3 Strategies For Navigating Your Child’s Transition Into Adulthood

July 11, 2024
Posted by client

When your child turns 18, they’re legally an adult even though they have a lot more growing to do. Just like any other adult, their hea...

01 Jul

Uncategorized

What Probate Is and How To Avoid It — Part 2

July 1, 2024
Posted by client

Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your a...

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