Does Life Insurance Cover My Estate Needs?

Already have a life insurance policy through work? Good- this is an important first step towards protecting your family if something were to happen to you. A life insurance policy on its own, however, probably doesn’t cover all your needs. Insurance proceeds could be an important component of your ability to quickly transfer cash assets… Read More »

Defining Advanced Care Planning

Anyone who has been diagnosed with a serious medical condition should consider the estate planning process of advanced care planning. There are several different kinds of advanced directive documents that can be used to help support your efforts. These are written directions that a patient gives for future medical care if they become unable to… Read More »

Questions to Ask About Your Family Business Interests Before an Estate Planning Meeting

Your first meeting with an estate planning attorney or a business succession planning attorney is your initial conversation to discuss your primary area of interest and how to best create a comprehensive estate plan. Having a consultation with an attorney can help you to identify where family business interests connect to your estate and elder… Read More »

What’s Your Financial Wellness Score?

Unfortunately, the pandemic has brought to light many different gaps in existing estate plans and overall financial wellbeing. The bull market bubble was burst with the global pandemic and this means that you need to take a careful look at your own estate planning There are many different components of being considered financially well. One… Read More »

What Is Inheritance Theft?

Inheritance theft can occur in many different forms and can create serious challenges for your estate and probate planning. Whether it’s destroying or forging documents or undocumented loans, there are a few ways that someone in your family could actually hijack an inheritance intended for you. Many contested probate cases end up being between a… Read More »

CARES Act Has Benefits for Charitable Donors

High net worth clients often turn to charitable giving as a way to advance their philanthropic goals and to accomplish estate planning intentions too. There are some new tax benefits available due to the CARES Act. High net worth clients might consider maintaining or increasing the amount they are donating to charity this year because… Read More »