“Lack of understanding around estate planning may be leading Americans to avoid getting a will, even as interest is on...
Is the Pandemic Motivating People to Do Estate Planning?
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Estate Planning
What Do I Need to Know About Creating a Will?
Creating a will is one of the most basic elements of estate planning. There are different types of wills you can...
Did Robert Redford Have a Business Exit Plan?
“Robert Redford officially bought what was once the Timp Haven Resort (now known as the Sundance Mountain Resort) in...
How to Take Your Estates Inventory
No matter your estate’s value, you will want to include all of your assets in your estate plan. The process of estate...
Should I Consider a ‘Life Settlement’?
“A growing number of seniors are facing challenges to achieving financial security in retirement. From rising...
Does My Business Need a Power of Attorney?
“As a business person you may have seen the term "durable power of attorney" in several situations. Power of attorney...
Is a Tax Change a Good Time to Check My Will?
A last will and testament can make certain that your goals for legacy and asset disposition are satisfied and carried...
No Time Like the Present Pandemic to Get the Estate Plan Going
There’s nothing like a once-in-a-lifetime global pandemic to focus one’s thinking. 2020 has been one for the books....
What Kind of Estate Planning Do I Need During the Pandemic?
“The COVID-19 pandemic has made 2020 a nightmare for many people, and inadequate estate planning can exacerbate the...
Did Zappos Founder Tony Hsieh Have a Will?
“Advisors were likely powerless to push for an $800 million estate plan, as Zappos founder started to drift into...
What Should I Know about a Living Trust?
“A living trust is an estate planning legal document that contains your instructions and authorization for what you...
Should a Donor-Advised Fund Be Part of My Estate Planning?
“With the prospect of a Biden administration potentially raising tax rates and cutting estate tax exclusion amounts in...
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the right people get your stuff.
Planning and protection
for everything you own
and everyone you love.
for everything you own
and everyone you love.
