A Tragic Oversight: Kobe Bryant’s Youngest Daughter Mistakenly Left Out of Family Trust

24 July 2020

A Tragic Oversight: Kobe Bryant’s Youngest Daughter Mistakenly
Left Out of Family Trust

In January, we reported how the deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Gianna, in a helicopter crash demonstrated the vital need for estate planning for people of all ages. At the time, little was known about the planning strategies Kobe had in place to protect and preserve his estimated $600 million estate for his wife, Vanessa, and three surviving  daughters, Natalia, 17, Bianka, 3, and Capri, 7 months.

Learning to Flourish, Even in a Financial Crisis

1 July 2020

Learning to Flourish, Even in a Financial Crisis

 

Maybe you, like many of us, have been raised to think that the safest way to live in the working world is to have a good career and a steady paycheck. This financial crisis is challenging that framework for many people. Even if you had a steady job, and even if you still have one, by now you’ve learned how easy it is for that security to disappear overnight.

 

The Basics of Disability Insurance

16 June 2020

The Basics of Disability Insurance

With the risks still posed by COVID-19, as well as other diseases, we all need to face the possibility that we could get sick, even if we take great care of ourselves through good nutrition, sleep, and exercise. And even if you don’t need to be hospitalized, if you do experience symptoms and test positive, you might have to stay quarantined for enough time that you’d lose income. These risks highlight the need for everyone, regardless of their age or current state of health, to have some form of disability insurance coverage.

Who Would Care For Your Children If You Got Sick?

3 June 2020

Who Would Care For Your Children If You Got Sick?

 

The pandemic is causing us to consider a lot of things that we may not have before, even if maybe we should have.

 

It brings to mind something a colleague of mine shared recently. One unremarkable weekend, she left her small children with a babysitter and headed out to enjoy dinner at a restaurant with her husband. But as she sat there, a thought crept into her head that she couldn’t let go.

 

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.

 

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