In my regularly updated blog, I discuss topics such as why everyone needs an estate plan regardless of income, what happens when someone passes away without a plan in place, what common mistakes people make, and why your plan should be updated regularly. Review these posts to familiarize yourself with the basics of estate planning, then contact me to schedule a complimentary Legal Strategy Session.
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Estate Tax: Is It Time to Worry?With a new administration, there's always the possibility that the estate tax laws can be changed and you may find yourself subject to being taxed...
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HIPAA Authorizations and Your Estate PlanA HIPAA Authorization can be an important part of your estate plan - don't ignore it when you are putting yours together or revising it.
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Unequal Inheritances For Your Children?Unequal inheritances can work, but often times they also can cause a lot of drama for your family.
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Larry King: Another Celebrity With a Handwritten WillLarry King died in January and the news reports are that he used a handwritten will to divide up his estate amongst his children and excluded his wife.
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Estate Planning: What You Can Learn from Tampa Bay's Super Bowl PlanThis year's Super Bowl also provided some lessons for your estate plan as well as your business.
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Charitable Giving During the Pandemic – Finding New and Creative Ways…Charitable giving actually rose in 2020 and more people are finding new and creative ways to help out their favorite charities.
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Personal Finance Lessons from the Pandemic for 2021 and Beyond…There are plenty of personal finance lessons you can learn from 2020. Check out this list of 15 from the WSJ to help your 2021 get on track.
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2021 Resolutions: Did You Put An Estate Plan On Your List?2021 resolutions are popular as we start the year. After the year we lived through in 2020, there are plenty of reasons to put an estate plan on your list.
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Prince’s Estate: More Twists and Turns in the Battle for His EstatePrince's estate is back in the news. It's been almost five years since he passed away, and now the battle over his estate includes a problem with the IRS.
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Tech Checklist For Your Digital Assets: Got Yours Ready For 2021?Tech checklist for your digital assets isn't a formal part of your estate plan (not a "legal" document), but is still a very important component for you.
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Sticky Notes: Not The Best Way to Create Your Estate PlanSticky notes as an estate planning tool may not be the most effective way to be sure that your wishes are carried out. A little more formality would help...
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Tony Hsieh: Possibly Another Celebrity Without a Will?Tony Hsieh, one of the founders of Zappos.com, recently passed away and now it has come to light that his family hasn't found a will.