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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.
Read MoreApril 23, 2021 •
Estate Planning 
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.
Read MoreMarch 10, 2021 •
Estate Planning ![]()
By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the share that goes to the IRS and increase the amount going to your family.
Read MoreMarch 4, 2021 •
Estate Planning ![]()
By definition, a Will accounts for a person’s wishes of how their assets and estate should be distributed and handled once they die. It spells out who should get what and who should do what, after the benefactor’s demise.
Read MoreFebruary 19, 2021 •
Estate Planning ![]()
The couple needs to create an appropriate estate plan. If they truly want inheritance rights, they need to execute testamentary documents, such as wills.
Read MoreFebruary 5, 2021 •
Estate Planning ![]()
What happens to all your digital accounts, services and property after you die? The official name for all these is a Digital Estate Plan. With the lines increasingly blurred between our on-and off-line lives, it's more important than ever to have a plan for your digital holdings.
Read MoreJanuary 25, 2021 •
Estate Planning ![]()
If you haven't reviewed your beneficiary designations recently, you may be setting your heirs and estate up for some unpleasant surprises.
Read MoreJanuary 7, 2021 •
Estate Planning ![]()
We need to make sure your legal toolbox has the right tools for the job and that you understand how each of them work, just like an owner’s manual.
Read MoreNovember 4, 2020 •
Estate Planning ![]()
Prince’s sudden death in 2016 triggered numerous court proceedings. First, probate documents had to be filed in court because Prince died without a will.
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