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Category Archive

Home Blog news

Prince didn’t have a will and neither do nearly 60 percent of Americans

By Tom Anderson Prince shocked estate planners everywhere when it was revealed after his death that he didn’t have a … Read More

The Last Taboo: Your Parents Still Won’t Talk About Their Money With You

by Elizabeth Harris It’s tempting to put off talking about death and money. After all, who really wants to face … Read More

Do You Know Who Gets Your Assets When You Die?

By James Watkins III When most people hear the phrase “estate planning,” they immediately think of a will. However, while … Read More

Trump, Biden, and Taxes: What to Expect

By Karen Hube Aug. 7, 2020   Politicians—both local and national—have long used the tax code to “fix” or change … Read More

Eight Lessons From Celebrity Estates

The saying goes that anyone who does not learn from mistakes in the past is doomed to repeat them.  In … Read More

The (Only) 3 Reasons You Should Have an Irrevocable Trust

Despite what you may have heard, you probably do not need (or want) an irrevocable trust. When you create an … Read More

Divorcing During COVID? 5 Things You Need To Know

Have you decided to get divorced during the COVID crisis? You are not alone. This prolonged period of quarantining is … Read More

Higher Taxes Are Coming – Here’s How To Prepare

We are all dealing with greater uncertainty than usual driven by questions like: How long will we be battling Covid-19? What … Read More

H-1B Visas And Trump’s Next ‘Merit-Based’ Immigration Plan

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