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
