March 17, 2024
As the chill of winter gradually gives way to the warmth of spring, it’s not just our homes that could use a thorough cleaning and refresh. Spring is the perfect time to rejuvenate other aspects of our lives, including our financial and estate planning. Just as we declutter our living spaces, it’s important to tidy up and organize our financial affairs to ensure a smooth and secure future.
Here’s a comprehensive checklist to guide you through the process of spring-cleaning your financial and estate planning affairs.
January 22, 2024
In the month of February, many hearts turn to Valentine’s Day, a celebration synonymous with love, roses, and sweet gestures. In my home, while the calendar […]
January 15, 2024
Affluent individuals tend to have particularly high standards for their service providers, and the financial planners who manage their wealth need experienced and trusted estate planning lawyers as part of their team. These legal partners must possess not only the highest technical proficiency but also an understanding of the nuanced dynamics of the super-rich.
December 17, 2023
I love decorating for Christmas! The twinkling lights, the festive ornaments, and the scent of fresh pine evoke cherished memories and create a magical atmosphere. It […]
December 13, 2023
Navigating Unique Estate Planning Needs: Actors and the Jackie Coogan Law If a manufacturing company employed a small child, the executives might go to prison. An […]
November 28, 2023
1. Ensure your assets are properly titled in the name of your trust and that your beneficiary designations are consistent with your estate plan. Proper titling […]
September 15, 2023
Affluent individuals expect the highest standards from their service providers, and financial planners managing their wealth need experienced estate planning lawyers on their team. These legal partners should not only possess top-tier technical skills but also understand the nuanced dynamics and elevated expectations of the super-rich.
July 23, 2023
Estate planning is a critical process that involves making important decisions about how to distribute assets after death. It is especially important for parents of children […]
June 30, 2023
You’re getting remarried and are excited to begin spending your lives together. You may be combining households, blending families with young or adult children, and are […]