Blog
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I Don’t Have Kids, So Why Do I Need Estate Planning? Part 1
It’s a common misconception to think that if you don’t have children, you don’t need to worry about estate planning. But the fact is, it can be even MORE important to do estate planning if you have no children. Some of
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Why We Are Team #FREEBRITNEY – The Britney Spears Conservatorship
Timeline of Events 2008, Spears enters court-approved conservatorship after several breakdowns and a few rehab visitsBetween 2009-2018 the court repeatedly extended the conservatorship was2019 Jamie (father) requested to have conservatorship extended in more states2019 Jamie (father) steps downApril 2019, Spears completes
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Parents Fear Inheritances Will Do More Harm Than Good
Survey Finds Wealthy Parents Fear Inheritances Will Do More Harm Than Good A survey released by Merrill Lynch’s Private Banking and Investment Group -- How Much Should I Give to My Family? -- shows that the #1 concern of wealthy parents
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What A Will Won’t Do
There are a number of essential things a last will and testament can do for you, such as distribute family heirlooms and name a guardian for minor children, but there are some equally important things a will won’t do: Reduce Estate
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3 Key Benefits of Conscious Uncoupling
The concept of conscious uncoupling, or conscious divorce, has been around for decades in the psychotherapy community. However, the actual term “conscious uncoupling” was thrust into the mainstream lexicon in 2014, when Gwyneth Paltrow used it to publicly announce that
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Congratulations! It’s an Estate Plan! Protecting Your Newborn From Birth
#trus Unfortunately, one of the most important things you can do to protect your child is often overlooked: an estate plan. Here are five important considerations you need to discuss with your Personal Family Lawyer® when setting up an estate plan
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Another Actor’s Estate Plan Screwed Up By His Lawyer
Oscar-winning actor Philip Seymour Hoffman’s will has been filed for probate and provides a cautionary tale when it comes to estate planning mistakes. Here are four things he could have done to correct them: Create a Revocable Living Trust. Hoffman was a
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4 Critical Tasks to Complete Before You Go On Vacation
4 Critical Estate Planning Tasks to Complete Before Going on Vacation Going on vacation entails lots of planning: packing luggage, buying plane tickets, making hotel reservations, and confirming rental vehicles. But one thing many people forget to do is plan for
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Holiday Bonus + Tax Refund Spending
Holiday Bonus + Tax Refund Spending: Where to Put it For Max Return Will you get a holiday bonus from your employer? Or maybe you have a tax refund coming. If so, do you have any of it left, have you
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Can I Benefit from a Reverse Mortgage?
It seems that we can’t turn on the television or radio without hearing an ad for a “reverse mortgage.” So what is a reverse mortgage exactly, and who can benefit from using one? A reverse mortgage is a type of loan
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A Duty Checklist for Trustees of a Trust
It’s no misnomer that a position with so much responsibility carries the name “trustee”. After all, you have been entrusted with a solemn responsibility and you no doubt want to do the best possible job. Here are 10 things to do
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6 Tax Questions to Ask Before Year-End
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But
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Special Needs Trust: Protection for Those Who Need It the Most
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But
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Windsor Ruling Expands Estate Planning Prospects for Married Same-Sex Couples
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But
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7 Good Reasons You Need an Estate Plan – Even If You Only Have $500 in the Bank
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But
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How to Ensure Your Life Insurance Benefits Go to Your Heirs
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But
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5 Steps to Fix Your Battered Retirement Plan
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But
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10 Common Errors When Naming Life Insurance Beneficiaries That Will Hurt the People You Love – and How to Fix Them
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But
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How to Avoid Family Conflict When Making an Estate Plan
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But
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How Much Do You Charge for a Will?
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But
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6 Cases When a Trust is Better Than a Will in Atlanta, GA
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But
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5 Key Decisions to Make With Your Spouse Before You Retire
Retirement decision-making for boomers is very different than it was for our parents, when it was usually just one spouse (Dad) who retired, with Mom sometimes reminding him that, “I married you for better or worse, but not for lunch!” Now
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How to Avoid Family Conflict When Making an Estate Plan
Unfortunately, money has a habit of bringing out the worst in people, even in the best of families. One of the most important reasons to get your [city/state] estate plan handled is to keep your family out of conflict. And,