April 11, 2024
March 26, 2024
March 19, 2024
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 […]