July 1, 2020 •
Estate Planning ![]()
A county sheriff in Florida is declaring that the will of Don Lewis — Carole Baskin's long-missing husband — was forged.
Read MoreJune 22, 2020 •
Estate Planning ![]()
In today’s digital age, in which seemingly anything that matters is stored virtually in the cloud, a physical safe deposit box comes across as a relic of the bricks-and-mortar past. However, don’t be too hasty to dismiss the importance of keeping certain valuables securely tucked away in your bank’s vault.
Read MoreJune 18, 2020 •
Estate Planning ![]()
When a family member or other loved one dies, the natural response is to feel overwhelmed. However, there are some very practical and legal matters that need to be attended to ‘immediately, if not sooner.’
Read MoreJune 10, 2020 •
Estate Planning ![]()
While the tabloids and gossip websites were eating up every move Paris made, so was someone else – her grandfather, Barron Hilton. Before 2007, Barron was set to leave his $4.5 billion fortune to his family. That was until Paris embarrassed him with her antics so badly, that he changed his mind.
Read MoreJune 3, 2020 •
Estate Planning ![]()
Little Richard was 87 when he died, which means the pop revolution he helped popularize -- rock and roll itself – is now old enough to collect Social Security.
Read MoreJune 1, 2020 •
Estate Planning ![]()
In most instances, a will is required to go through probate to prove its validity. Investopedia’s recent article entitled “When the Beneficiaries of a Will Are Notified” explains that there are exceptions to the requirement for probate, if the assets of the diseased are below a set dollar amount. This dollar amount depends on state…
Read MoreMay 27, 2020 •
Estate Planning ![]()
Estate planning design and implementation is not only complex but can be highly emotional. Therefore, it’s important to have a basic understanding of the estate planning process, before approaching a professional.
Read MoreMay 22, 2020 •
Estate Planning ![]()
If you have children or are expecting one, you may also want to take the three big estate planning steps that we did.
Read MoreMay 21, 2020 •
Estate Planning ![]()
Now you can actually have a voice in who is chosen, but you need to do it while you have capacity.
Read MoreMay 20, 2020 •
Estate Planning ![]()
Has a loved one named you their financial power of attorney? Are you ready to take on all the responsibilities that entails? Hopefully, you won’t be called into action anytime soon, but with the coronavirus pandemic continuing, it’s something to think about.
Read More
