Lessons from Warren Buffett’s Estate Plan: Generosity, Adaptability, and Transparency
Warren Buffett, known as the Oracle of Omaha, is one of the most successful investors of all time. His disciplined approach to investing, combined with his understanding of markets and […]
Beware of Trust Scams—and How to Spot Them
Beware of Trust Scams—and How to Spot Them Trusts are widely used in estate planning to protect and transfer a person’s assets (money, accounts, property, etc.), sometimes in a tax-advantaged […]
Important Legacy Questions You Should Answer in Your Estate Plan
When beginning any type of planning, you usually start with some preliminary questions. Estate planning is no different. When you begin the process, your estate planning attorney will likely ask […]
Estate Planning That Expresses Who You Are
5 Things to Talk About with Your Family You intend to pass along your hard-earned money and property through your estate plan, but what about your wisdom? Ensuring that you […]
Money Isn’t Everything in Estate Planning
How to Pass Your Stories and Values to Future Generations Money and property may be the most discussed types of wealth that a person owns, but the riches of their […]
Why Joint Ownership Should Not Be the Go-To Plan for Newlyweds
If you recently married or have been married for a while and have acquired additional money or property (or plan to), you have options regarding how your assets can be […]
Your Post-Honeymoon Legal Checklist
Your wedding day was absolutely perfect. You and your spouse went on your honeymoon and had the time of your lives. Now you are back and can breathe a sigh […]
Handling a Loved One’s Debts After They Die
Handling a Loved One’s Debts After They Die Americans are, quite literally, getting buried in debt, with nearly half expecting to pass away with outstanding debts.[1] As a general rule, […]
Estate Planning for the Newly Married
Now is the perfect time to start working on an estate plan. As newlyweds, you are likely in the process of deciding which of your accounts and property (your assets) to combine and how to turn two households into one. You may also be setting up new bank accounts and creating a plan for paying shared bills and other expenses.
Estate Planning for Collectors and Hobbyists
Americans often prefer to stay busy. When we are not working, many of us turn to hobbies to keep us engaged and productive. We spend hours each day on our […]