Blog Categories
- Asset Protection
- Beneficiaries
- Blended Family
- Business Succession Planning
- Common Mistakes
- Dementia
- Digital Estate Planning
- Divorce
- Education
- Elderly
- End of Life
- Estate Planning
- Estate Planning Blog
- Family
- Family Values
- Financial Caregivers
- Gifting
- Healthcare
- Inheritance
- Insurance
- Kids Protection Planning
- Legacy Planning
- Long-term Care
- Marc's Personal Blog
- Medicare
- Naming Legal Guardians
- News
- Parents
- Personal
- Pets
- Power of Attorney
- Probate
- Real Estate
- Retirement
- Same Sex Couples
- Special Needs Children
- Spendthrift Trusts
- Taxes
- Trusts
- Uncategorized
- Wills
- Wills vs. Trusts
5 Tips to Get Legally and Financially Prepared for a Local Coronavirus Outbreak or Quarantine
End of Life, Estate Planning, Estate Planning Blog, Family, Healthcare, Long-term CareI’ve always believed “the buck stops here” regarding protecting and providing for my family, no matter what. They are my responsibility, period. One of the ways that feeling manifests itself in me is that I’ve always had a stockpile of supplies, food, and water to last my family for months if normal services and goods […]
What Happens to Your Pets When You Die?
Education, End of Life, Estate Planning, Estate Planning Blog, Family, Pets, TrustsIf you have pets, I’m sure you love them, but you may not have not provided any written or, better yet, legally documented instructions about what should happen to them if you become incapacitated or when you die. If you have, read this article with an eye to ensuring you’ve checked all the right boxes. […]
Money Talk: How Much Will You Share with Your Kids (and When)?
Asset Protection, Beneficiaries, Estate Planning, Estate Planning Blog, Family, Inheritance, ParentsIn many families, money matters are not typical dinner table discussion, but I think it should be. This is especially true when it comes to affluent parents. And, I hope this changes because one of the most important things you can do is talk to your kids (and your parents) about money. According to the […]
False Security: Is Your Will Legally Valid?
Estate Planning, Estate Planning Blog, Gifting, Inheritance, Trusts, Wills, Wills vs. TrustsA last will and testament can ensure your wishes are respected when you die. But if your will isn’t legally valid, those wishes might not actually be carried out, and instead the laws of “intestate succession” would apply, meaning that the state decides who gets your stuff, and it’s very likely not to be who […]
Kobe Bryant’s Untimely Death Highlights the Vital Need for Estate Planning at All Ages
End of Life, Estate Planning, Estate Planning Blog, Family, Legacy Planning, Parents, TrustsAs 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. […]
How to Protect an Inheritance for Your Special Needs Child
Education, Estate Planning, Estate Planning Blog, Family, Family Values, Kids Protection Planning, Parents, Special Needs Children, Trusts, WillsIf your child requires or is likely to require governmental assistance to meet their basic needs, do not leave money directly to your child. Instead, establish a Special Needs Trust. A trust that is not designed with your child’s special needs in mind will probably render your child ineligible for essential benefits. A Special Needs […]