5 Estate Planning Mistakes to Avoid in the New Year

5 Estate Planning Mistakes to Avoid in the New Year

The holidays are a special time of year for families to gather and spend time together. For parents and grandparents, the holidays can also be an occasion to update an estate plan. Life events, such as the birth of a child or grandchild, may have occurred since an estate plan was last revised. Plus, changes in tax laws, investment markets or the sale of assets may require additional planning. With everyone in the same place, and a new year...
The Critical Estate Planning Lessons We Can Learn From Recent Celebrities

The Critical Estate Planning Lessons We Can Learn From Recent Celebrities

In the past couple of years, we have sadly lost many notable celebrities. You may have heard about the passing of Aretha Franklin, Kate Spade, Prince, and Stan Lee. Did you also know, however, that each of these celebrities passed without leaving comprehensive estate planning protections in place for their loved ones? Many of us may not understand just how important estate planning is. This is why we want to share with you some valuable estate...