Blog Articles
Kobe Bryant’s Untimely Death Highlights the Vital Need for Estate Planning at All Ages
While it’s too early to know the exact details of Kobe’s estate plan (and he may have planning vehicles in place to keep the public from ever knowing the full details), we can still learn from the issues his family and estate are likely to face in the aftermath of his death.
The Tax Cut & Jobs Act Drastically Alters the Tax Consequences of Divorce
The Tax Cuts & Jobs Act (TCJA) made sweeping changes to exemptions, deductions, and credits for your family’s federal income taxes. But one major change that you might not have noticed is the way the law altered the potential tax consequences of divorce.
Avoid These 4 Mistakes When Naming Life Insurance Beneficiaries
The following four mistakes are among the most common we see clients make when selecting life insurance beneficiaries. If you’ve made any of these errors, contact us right away, so we can amend your policy to ensure its proceeds provide the maximum benefit for those you love most.
Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 1
Financial capacity refers to the ability to manage money and make wise financial decisions. Yet cognitive decline brought on by dementia often develops slowly over several years, so a diminished financial capacity frequently goes unnoticed—often until it’s too late.
Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 2
Financial capacity refers to the ability to manage money and make wise financial decisions. A decline in financial capacity not only makes seniors more likely to mismanage their money, but it also makes them easy targets for financial exploitation, fraud, and abuse.