Estate Planning Must-Dos Before Traveling
Your vacation is coming up and you have tons to do: wrap up work projects, pack, finalize hotel reservations, and so much more. If you have small children, the list just tripled. But one thing many people forget to do is make sure their estate plan is in order. Traveling, especially overseas, means you’ll likely […]
College Student Security Kit
It seems like only yesterday that your baby was fumbling in their crib and today they are packing their bags for college. Their future is full of hope, and you as a parent are well deserved to share in the excitement. Yet every new chapter in life requires planning. This time is often stressful for […]
Keeping the “Boom” out of Baby Boomers’ Estate Planning
The term “Baby Boomers” was coined following the impressive increase in the number of children born after World War II. Those born between 1946-1964 are considered baby boomers and are now quickly approaching the retirement age. With every generation, the life expectancy is longer than previous generations. If you are a baby boomer who has […]
Creating a Vacation Legacy for Generations
When you think of creating a legacy, what comes to mind? Leaving a business behind, financial resources for your family, proper estate planning, or maybe even passing on antique collectibles to your children. A legacy also means creating memories and relationships that exceed the generations. As you think about providing financial security for your family, […]
Mirror Mirror on the Wall…Who is the Best Trustee of them All?
You have finally reached the pivotal moment in life when you are ready to create your estate plan. Congratulations! Officially you are an adult, with assets, and a strong desire to protect your loved ones. You have probably visited an estate planning attorney or done your own research and decided that a Revocable Trust, also […]
Preventing the Death of your Digital Assets
What is a day without perusing Facebook, Twitter, or Instagram? Can you communicate at work or at home without using email? Can you purchase your necessities without PayPal, Amazon, or direct online access to your bank account? These are all examples of digital assets that have embedded themselves into our core. We have come to […]
Famous Actors and their Infamous Estates
More money, more problems. Year after year movie stars wow us with stellar performances on-screen and stellar results at the box office. Surprisingly, these same stars wowed their families by leaving behind a less than stellar financial mess after their death. Estate planning can be tricky, and for actors with mega assets, the stakes for […]
Life Lessons Learned from Summer Blockbusters
The rise and fall of the summer “blockbuster” is a fascinating science. It all began when “Jaws” was released and scared audiences off the beach and into the air-conditioned movie theaters. After the wild success of Jaws in 1975, studios who once feared an empty movie theater during the summer, now began creating storylines to […]
What About an Estate Plan for Dad?
Father’s Day is a great time to reflect back to old memories with Dad. Remember when you built a fort in the living room? Remember how he taught you to ride a bike or drive a car? Remember how you taught him the art of video gaming? There are lots of obvious reasons to appreciate […]
Weathering Financial Storms During Hurricane Season
Hurricane season has officially arrived, and many parts of the country will be hit by severe tornados, storms, flooding, and hurricanes, especially in Florida. Although preparing for an emergency may feel overwhelming, your safety and the safety of your loved ones are most important during an emergency. There are two aspects to consider when preparing […]
