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Asset Protection Planning – When Is It Right For You?

Whether you are creating your first estate plan to protect your young family, or you are thinking about retiring and need to review your existing plan, you may need to incorporate asset protection into your estate planning. Asset protection planning allows you to take measures to protect your assets from the most common risks that many people experience. Keep reading to discover the different risks to your assets Read More

5 Things a Will Can’t Do

When people think about how to prepare for their death, their first thought is often to create a Will. While having a Will is enough for some people, having just a Will is often not sufficient enough to accomplish the goals that you may have for the future of your family. Understanding the things that a Will cannot do for you and your family will help you understand your options and what kind of estate plan is right Read More

What Happens to Your Facebook Account When You Die?

If you’re active on social media, Facebook probably plays a prominent role in your life. Now the social media titan can even play a role in your afterlife. Today, estate planning encompasses not only your tangible assets—bank accounts and real estate—but your digital assets as well, such as cryptocurrency, websites, and social media accounts. Though social media may seem trivial compared to the rest of your Read More

Secure Your Cryptocurrency Assets With Estate Planning

One of the biggest appeals of cryptocurrency, like Bitcoin, is that it is decentralized, unregulated, and anonymous. There are no financial institutions controlling it, and unless you tell someone you own digital currency, it remains a secret. When it comes to estate planning, however, that kind of secrecy can be disastrous. In fact, without the appropriate planning protections in place, all of your crypto wealth Read More

What does a Prenuptial or Postnuptial Agreement have to do with Estate Planning? Everything!

By guest blogger, Attorney Karen J. Levitt, of Levitt Law Group Do I need or want a Prenuptial or Postnuptial Agreement? You may need or want a Prenuptial Agreement (also called an antenuptial or premarital agreement) if your goal is to preserve assets. You may have accumulated substantial assets prior to your marriage, own or be part of a family business, or have or anticipate inherited assets, that you want to keep Read More

Asset Protection Planning

Asset protection planning is an important step to take in safeguarding your hard-earned assets from being lost, inadvertently, because you overlooked something important. The most foundational level of asset protection is to plan for what will happen to your assets in the event of your incapacity or death. Asset Protection in Death If you become incapacitated or die without proper planning in place, your assets Read More

Buying A Will on Groupon, other Major Estate Planning Mistakes

Of the handful of major life events that require your serious consideration, few are as emotionally charged as how to leave your assets for loved ones at the time of your death. This process is legally accomplished via testamentary documents such as Wills, which have become available for purchase online as "standard" forms and have recently been seen offered locally as packages on Groupon.com, LivingSocial.com, and Read More

Navigating the Sandwich Generation with Ease

July is Sandwich Generation month. If you've never heard of it: the average age of parents raising children in the US continues to rise, leaving many middle-aged Americans in a category commonly referred to as the the “sandwich” generation:  often still raising kids at home when they become responsible for the care of their own aging parents. The stress and financial strain of managing the affairs of both children Read More

Is your family “too young” for an estate plan?

Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to their family when they pass on, young, growing families can be more focused on what is happening to their family in the present. And you even may find it hard to justify planning for an “estate” you haven’t yet established! But Read More

Reflecting on 2016- Thank you for a great year!

Happy 2017! For our first post of the new year, we looked back on our work together in 2016. It sure felt like a monumental year: after moving into our new offices, (this time last January- you might remember the video tour), we've met so many families and developed so many new relationships. But, even we were blown away when we looked at 2016 "by-the-numbers." This past year, we worked with people in 35 Read More