Category: Estate Planning

We Want to Draft Your Legacy

Does Brushing and Flossing Keep Dementia Away?

May 5, 2021
In case oral hygiene wasn’t important enough already, brushing one’s teeth could help maintain one’s mental — along with their dental — health.
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Why Young Families Should have an Estate Plan.

May 4, 2021
Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
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How to Protect Digital Assets

May 3, 2021
While cryptocurrency isn’t new, it’s attracted a lot of attention in the past year because of its skyrocketing value, promotion from prominent figures like billionaire Elon Musk, and bitcoin offerings from traditional financial firms like Morgan Stanley.
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Inheritance: How to Make Sure Children Can Handle It?

April 30, 2021
How can you prepare your children to handle the assets they’ll eventually inherit?
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How can I Revoke an Irrevocable Trust?

April 29, 2021
I feel I was taken advantage of to the tune of $3,500, when I set up a trust.
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What Is Family Business Succession Planning?

April 28, 2021
If you plan to pass your business to your offspring, there is more to keep in mind when creating your succession plan than your descendants—there are also their spouses—especially if they become ex-spouses.
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Why Is Dr. Oz Suing Sister over Inheritance?

April 27, 2021
Mehmet Öz, a U.S. celebrity surgeon of Turkish origin better known as “Dr. Oz,” took legal action against his sister Nazlım Suna Öz, claiming she forged documents over their father’s inheritance.
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What Is a Florida Living Trust Estate Plan?

April 26, 2021
While a Last Will can help ensure that one’s wishes regarding the distribution of their estate upon death are followed, it is the living trust that allows the estate to avoid probate.
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Have Estate Planning Conversations with Aging Parents

April 23, 2021
Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by the financial services company HSBC.
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Should I Name a Living Trust Beneficiary of a Roth IRA?

April 22, 2021
Can a living trust be the beneficiary of a Roth IRA?
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