The chances are that you have a pretty clear idea of what you have in terms of your assets and liabilities. And when the time comes to create a plan that protects your property and the legacy you leave for your loved ones, you likely will tailor that plan accordingly....
Estate Planning
The Recipe for a Satisfying Estate Plan
Misconceptions about who needs an estate plan abound. Most people believe that estate planning is only for extremely wealthy business moguls or celebrities. But that could not be further from the truth. Estate planning is the process of making decisions about what...
A Tale of Two Celebrities: Chadwick Boseman and Eddie Van Halen
The death of an iconic figure impacts his or her fans, but can also impact the public in general simply because it reminds us of our shared humanity. With a celebrity’s passing, we realize that death is an equalizer. It also reminds us of the importance of estate...
You Inherited a Retirement Account: Now What?
For decades, common financial-planning wisdom has encouraged American workers to maximize their contributions to qualified retirement accounts. Indeed, doing so can be a powerful way to reduce your current income tax liability, grow your savings exponentially...
Can Dual Citizenship Ruin Your Estate Plan?
In early 2020, married actors Tom Hanks and Rita Wilson became honorary citizens of Greece. The president of Greece bestowed this honor upon them because of their humanitarian work in the country after a deadly wildfire swept through Athens in 2018. Hanks and Wilson...