Should You (or Your Parents) Be in the Stock Market Now?

6 May 2020

Should You (or Your Parents) Be in the Stock Market Now?

 

If you or your parents have a retirement account, (or any investment accounts for that matter) now is the time to get connected to how those accounts are invested. While you may have outsourced all of this to a broker in the past, you can no longer afford to allow your investments to be made without your clear understanding of exactly what you are investing in, how and whether your investments align with your plans for the future.  

 

Online Wills? When You Should, When You Shouldn't and Where to Do It

22 April 2020

Online Wills? When You Should, When You Shouldn't and Where to Do It

 

With all of the media about “digital wills” and “online estate planning” it could be tempting to think you can do your estate planning yourself, online. And, maybe you can. But, if you do, you need to know the potential pitfalls. Online estate planning could be a big trap for the unwary and actually leave your family worse off than if you had done nothing at all.

 

5 Steps For Adding Digital Assets To Your Estate Plan

17 April 2020

 5 Steps For Adding Digital Assets To Your Estate Plan

Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenges when it comes to estate planning.
If you haven’t planned properly, for example, just locating and accessing all of your digital assets can be a major headache—or even impossible—for your loved ones following your death or incapacity.

The Most Important Legal and Financial Actions To Take Right Now

6 April 2020

The Most Important Legal and Financial Actions To Take Right Now

 

As you already know,  the COVID-19 pandemic means nothing is business as usual. Many states have implemented a “shelter-in-place” order to limit the spread of the disease.

 

Once you have attended to your immediate needs, it will be time to consider more long term precautions.

 

The SECURE Act’s Impact On Estate and Retirement Planning—Part 2

30 March 2020

 

The SECURE Act’s Impact On Estate and Retirement Planning—Part 2

 

In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new legislation.

 

Kobe Bryant’s Untimely Death Highlights the Vital Need for Estate Planning at All Ages

17 March 2020

Kobe Bryant’s Untimely Death Highlights the Vital Need for Estate Planning at All Ages

 

As you no doubt already know, on January 26, 2020, basketball legend Kobe Bryant was killed in a helicopter crash on a wooded hillside 30 miles north of Los Angeles. Also killed in the tragic accident was his 13-year-old daughter Gianna, and seven other passengers, who were friends and colleagues of Kobe and his family.

 

Money Talk: How Much Will You Share With Your Kids (and When)?

10 March 2020

Money Talk: How Much Will You Share With Your Kids (and When)?

 

In many families, money still is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when it comes to affluent parents. And, we hope to change it because one of the most important things you can do is talk to your kids (and your parents) about money.

 

Protect Your Business and Family Through a Living Trust

4 March 2020

Protect Your Business and Family Through a Living Trust

 

While various types of insurance can protect your business from lawsuits and other liabilities, perhaps the greatest liability of all—especially if you’re the sole owner of your business—is what could happen to your company when you die or if you should become incapacitated by accident or illness.

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