As we observe National COVID-19 Day, a somber reflection mingles with a renewed sense of hope. The pandemic’s impact has been undeniable, forcing us to confront our vulnerabilities and re-evaluate our priorities. For many high-net-worth individuals and families, this includes a critical Continue reading
Blogs
Generations of Grace: Celebrating Women’s Strength with a Planned Future
This International Women’s Day, we celebrate the remarkable achievements of women across generations. From shattering glass ceilings to building empires, women are reshaping the world. But amidst the triumphs, a crucial conversation often gets sidelined: wealth preservation and legacy Continue reading
5 Reasons Why Estate Planning is an Act of Love for Your Family
Forget the fleeting sweetness of candy hearts and wilting roses this year. Celebrate your love for your family in a meaningful and lasting way: through the gift of proactive planning. While estate planning might not sound traditionally romantic, trust us, it’s one of the most significant Continue reading
Leave the Sweetest Legacy: Why Estate Planning is a Love Language We All Speak
This Valentine’s Day, skip the fleeting sweetness of chocolates and express your love in a way that truly transcends a single day. Gift your loved ones the lasting security and peace of mind that comes with proactive planning. It may not sound traditionally romantic, but trust us, Continue reading
Black History Month & Legacy Planning: Closing the Gap
As we celebrate Black History Month, we reflect on the incredible accomplishments and enduring resilience of our ancestors. They fought tirelessly for freedom, justice, and the opportunity to build a better future for generations to come. But let’s face it, the path towards creating Continue reading
Weathering the Storm: Disaster Preparedness and Estate Planning for Black Families
Black History Month is a time to celebrate resilience, achievements, and cultural heritage. But it’s also an opportunity to reflect on the ongoing challenges faced by the Black community, including vulnerability to disasters and lack of access to resources. Proactive planning, including Continue reading
Need To Know: Life Estate
Life estates can be an excellent tool for Medicaid planning, probate avoidance and tax efficiency, but there are potential problems to look out for. Knowing the implications and risks of a life estate is essential in determining whether it is appropriate for your situation.
In a life Continue reading
Advanced Directives in Another State
Making sure your end-of-life wishes are followed no matter where you happen to be is important. If you move to a different state or split your time between one or more states, you should make sure your advance directive is valid in all the states you frequent. Many people think advance Continue reading
Loans as Part of Your Estate Plan?
When interest rates are low, intrafamily loans can be a good way to assist a relative (typically a child) with purchasing a house or a family business, and in certain circumstances they can be used to gift money to the next generation.
An intrafamily loan allows family members to Continue reading
Special Needs & Child Support What To Know
Parents of a child with special needs know that they must plan for the child’s care and support way into the future. This is especially so if the individual is unlikely ever to be able to earn an income. But what happens in cases of divorce? How does the issue of child support come Continue reading