Why Should I Leave an Inheritance to My Kids?

What influences the decision to leave money for the next generation? You’d be surprised.

Digital Assets? Bring Your Estate Plan into Today’s Digital World

With so much of our financial information and personal information now online, estate plans today must address the fact that our digital selves will surely outlast our human selves.

He’s 60. She’s 48. What Does Their Retirement Plan Look Like?

The Pew Research Center looked at the age gap in couples. For the most part, people marry someone close in age. However, one stereotype proved to be true: Men who are remarrying tend to wed younger women.

Will My Medicare Premiums Go Up Next Year?

A new surcharge tier will kick in for 2019 for people with the highest incomes.

Why Should I Write a Living Will?

Health care directives

A push is being made to encourage more people to write living wills.

How Do I Calculate My Estate Taxes?

Most people are aware that estate taxes are owed on asset transference, but people tend to be foggy on the details, until it’s too late to do anything about it. Handling the affairs of a loved one’s estate can be stressful and difficult. However, to receive the full benefit of the gift a loved one […]

After Legal Battle, Rapper’s Unreleased Recordings to be Returned

There have been big “Changes” to the state of some of Tupac Shakur’s previously unreleased music after a drawn-out legal battle. A collection of recordings that the hip-hop icon Tupac Shakur made before his death, has been returned to his estate. It’s part of a settlement of a drawn-out legal struggle, according to TMZ. In […]

Business Owners: How Do You Plan the Succession of Your Business?

After tough years building their businesses, most business owners take great pride in what they’ve created. Some owners are so proud and dedicated to their businesses that they don’t wish to retire. Instead, they intend to continue leading the business they love, until their dying day. The San Antonio Business Journal’s recent article, “Plan your […]

Did Microsoft Founder Paul Allen Have an Estate Plan?

The question isn’t whether the secretive Microsoft founder structured his finances for maximum posthumous impact. It’s whether the estate plan is so well-designed that we’ll never find out. People who knew Paul Allen say he had a long-term plan. They say his money has been working in secret for decades now, arguably outside his immediate […]

Are Trusts the Right Solution for Me?

Estate Planning Trusts

Trusts can be very powerful tools to transfer and protect family wealth for future generations. However, frequently families wind up becoming unhappy with their trusts because it’s the wrong solution, according to a recent article from Forbes, “Why You Might Need To Fix Your Family Trusts.” There are several reasons why this happens. They include: […]