Estate Planning 5/7

CATAGORIES

Oct 30, 20224 min read

HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH — PART 1

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

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Oct 22, 20226 min read

TRUSTS & TAXES: WHAT YOU NEED TO KNOW

People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up,...

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Oct 18, 20227 min read

2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP TO DATE?

This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...

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Oct 11, 20225 min read

ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 2

Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and...

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Sep 24, 20226 min read

ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 1

Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where...

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Aug 23, 20225 min read

What Your Last Will & Testament Will (And Will Not) Do—Part 1

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...

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Aug 14, 20225 min read

3 Critical Considerations for How to Save for Your Child’s or Grandchild's College Education-Part 2

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...

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