November 20, 2018 |
What Can You Learn from Stan Lee’s Estate Planning?
Stan Lee recently passed away and details show that his tangled estate planning could be a complicated web for heirs to navigate. Unfortunately, far too ...
Learn MoreWhat Can You Learn from Stan Lee’s Estate Planning?
Stan Lee recently passed away and details show that his tangled estate planning could be a complicated web for heirs to navigate. Unfortunately, far too many celebrity deaths paint a picture of just how devastating it can be when estate planning is not managed appropriately. The co-creator of super heroes, such as Spiderman and Captain America, left behind a huge mess for his prospective heirs despite the fact that he was ill over the last year of his life. 
Stan Lee’s life had unraveled in the last few years before his passing, highlighting the dangers of elder financial abuse. Plenty of scams and unscrupulous people target the elderly, and often, the aging person finds out about it too late. It could even be family members who realize that the assets amassed over a lifetime are now gone thanks to fraud.
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November 19, 2018 |
Your Estate Planning Review Year-End
Has your life changed at all in the last year? Did you have estate plans contingent on prior versions of tax law that are no ...
Learn MoreNovember 14, 2018 |
Communication Is Key with Estate Planning- Don’t Forget It!
Many families avoid the process of estate planning altogether but even those who take the necessary steps to schedule a consultation with an estate planning ...
Learn MoreNovember 13, 2018 |
Should You Use an Educational Trust?
Often grandparents are the ones asking questions about whether or not to use an educational trust. This raises further questions about whether or not one ...
Learn MoreNovember 12, 2018 |
What Major Life Events Should Prompt You to Consider Estate Planning Again?
It has often been said that far too many people don’t have the necessary estate planning tools prepared and therefore put them and their family ...
Learn MoreNovember 8, 2018 |
Avoid The Most Expensive Estate Planning Mistakes
Not only are estate planning mistakes difficult for your loved ones, as they put your family members in a difficult situation after you have passed ...
Learn MoreNovember 7, 2018 |
Don’t Put It Off Until Later with Estate Planning
Almost 60% of adults in the United States do not have an estate plan or a basic will and it’s something that many people don’t ...
Learn MoreNovember 5, 2018 |
Governments Entitled to Significant Portion of Prince’s Estate
Have you ever wondered the answer to the question, how much will your family really inherit when you pass away? Prince’s failure to conduct estate ...
Learn MoreOctober 31, 2018 |
Top Steps to Focus on Retirement
As your retirement begins to come into view, it’s time to ensure that your financial planning has been kicked into high gear and you make ...
Learn MoreOctober 30, 2018 |
Giving to Charity Post Tax-Reform
Many people in the past made decisions about their charitable giving, not just because they were motivated by philanthropy but also because they received tax ...
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