Three Things You Can Do To Help Clients With National Moving Month The month of May means not only the end of the school year and the beginning of summer but also the beginning of the busiest moving season of the year. That’s why May is National Moving Month. Your clients have a lot to [...]
Why Estate Plans Should Be Updated As Often As a Resume How Often Should I Update My Estate Plan? A resume is a snapshot of your experience, skill set, and education that provides prospective employers insight into who you are and how you will perform. Imagine not updating your resume for five, ten, or even [...]
Estate Planning Updates: How Many Tweaks Are Too Many? Amendment Or Restatement? How To Update Your Estate Plan If your life or the law has changed since you signed your last will and testament (will) or trust agreement, you need to update your document. You can make updates to a revocable living trust by way [...]
Why Estate Plan Should Never Be a Set-It-&-Forget-It Endeavor Common Life Changes That Can Impact Your Already Established Estate Plan As we all know, life happens. There is really nothing we can do about it. However, some of the most common life events can have a dramatic effect on your estate plan. If you think [...]
Meat Loaf’s $40 Million Estate: The Legacy Of a Rock & Roll Icon The Possible Fates Of Meat Loaf’s Estate Meat Loaf, whose real name was Michael Lee Aday, passed away earlier this year at the age of seventy-four. The singer behind 1977’s Bat Out of Hell—one of the best-selling albums of all time—experienced ups [...]
7 Ways Of Leaving Your Family a Great Legacy Without a Lot Of Money Follow These Steps To Leave Your Family a Long-Lasting Inheritance Although the word “inheritance” usually conjures up images of property or accounts with significant monetary value, you can leave your family an even longer-lasting inheritance by doing these seven things, whether [...]
Estate Planning Lessons Disney’s Encanto Can Teach Us Valuable Estate Planning Lessons To Take Into Consideration Not only is Disney’s award-winning animated film Encanto hugely entertaining, it also contains the following valuable estate planning lessons: Leaving a family legacy is important and can have an impact beyond your immediate family. Be sure to consider the [...]
Dutiful Child Or Manipulative Caretaker Of The Elderly? How To Recognize & Prevent Elder Financial Abuse As parents age and their physical and mental capacities diminish, it is natural for their adult children, recognizing the parents’ decreasing ability to care for themselves, to step in and help them. Often, a specific child will take over [...]
Summer Camp Checklist: Prepare Your Kids For Summer Camping Season Things You Should Plan Ahead Of Time Before Your Children Heads To Camp Summer camps are expected to be back in full swing this year after two pandemic summers forced them to close or operate at limited capacity. Camp is a great opportunity for kids [...]
In Honor of Earth Day, Consider Some Eco-Friendly Burial Options When it comes to death and what to do with a deceased’s remains, most people think of only two options: burial or cremation. However, these options are not particularly environmentally friendly. Burial, which is arguably the worst option from an environmental standpoint, uses an estimated [...]
