Estate plan: As we bid farewell to another year and welcome the possibilities of a fresh start, many of us set New Year’s resolutions aimed at improving our health, career, relationships, or finances. It’s a time for reflection and…
Estate planning during holidays refers to taking the time during the busy and often reflective holiday season to ensure your financial and personal affairs are in order, should anything unexpected happen. It is an ideal time to review and update…
Thanksgiving is a time for family, food, and reflection. As families gather around the table to enjoy the holiday together, it can be the perfect opportunity to not only catch up and create memories but also to have important…
Legacy is often the last thing people think about when it comes to estate planning, as most immediately associate it with financial matters such as asset distribution, tax minimization, and probate avoidance. While these are important aspects of a well-rounded…
The case study of Lyle and Erik Menendez, two brothers who infamously murdered their parents in 1989, is not only a riveting tale of crime but also raises intriguing questions about estate planning and family dynamics. Their story, marked by…
When it comes to estate planning, many people focus primarily on the technical aspects: drafting wills, setting up trusts, and choosing executors. However, one of the most powerful tools in effective estate planning is often overlooked: the family meeting.…
