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…
Financial exploitation is a critical concern as our loved ones age, making it essential to protect them from the potential threats of abuse. Elder abuse and financial exploitation are serious issues that can have devastating effects on older adults.…
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.…
In the course of our lives, we amass wealth and assets, tangible representations of our hard work and achievements. Naturally, thoughts often turn towards what happens to these assets after we’re gone. While inheritance is a traditional way…
Much attention is given to the tangible assets and financial legacies we leave behind in estate planning. However, one often overlooked but profoundly meaningful legacy aspect is the ethical will—a document that conveys personal values, life lessons, and family history…
