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Stephen “tWitch” Boss, a hip-hop dancer, choreographer, and TV producer known for his role on So You Think You Can Dance and The Ellen Show, passed away suddenly on December 13, 2022. Because Boss died without a Will or Trust, Boss’ widow and three children must navigate the court system to collect his assets. Find out why this cautionary tale is relevant to everyone, not just the rich and famous. Read More…

2023.04.03 I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me,  an estate planning lawyer, may feel intimidating or even morbid. Take a  deep breath and relax… it doesn't have to and shouldn't be that way. Hiring a lawyer to help...

2023.03.24 Estate Planning Before You Travel: Why It's Critically Important Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids, or friend's company. But before you head off on your next getaway, there's something el...

2023.03.06 As a parent, you are accustomed to managing your children's legal and medical affairs as circumstances require. For example, a simple phone call authorizing care can do the trick if your child needs urgent medical attention while away from you. But what happens when those "children" t...

2023.02.24 If you have a current estate plan, I'll bet you plan to leave your assets to your children outright and unprotected by age 35 or maybe a little later. Take a look at your estate plan, and see what it does right now. And, if you don't have an estate plan and you have kids or other peop...

2023.02.17 In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on their path to adulthood, you very likely do not know how to evaluate estimates when shopping for an estate plan. Shopping for an estate plan based on g...

2023.02.10 Like most people, you likely think estate planning is just one more task to check off your life's endless “to-do” list. You can shop around and find a lawyer to create planning documents for you or create your own DIY plan using online documents. Then, you'll put those documents into...

2023.02.03 Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it's also a significant responsibility—and the role is not for everyone. Indeed, serving as a Trustee entails a broad array of duties...

2023.01.27 4 Common Mistakes Made On Life Insurance Beneficiary Designations  Investing in life insurance is a foundational part of estate planning, and when done right it's a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy's beneficiaries...

People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, here we're going to explain the tax implications associated with different types of trusts in order to clarify this issue. Of course, if you need further clarif...

As you've surely heard by now, we're in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is the stock market, rising interest rates, dropping home values, and inflation through the roof—it's enough to make you sick. And it can make you sick, unless yo...

If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or injury, disability insurance is your answer. However, you need to make sure you are getting an insurance policy that will meet your needs and not waste your money. T...

Whether it's called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it's a fact that a tremendous amount of wealth will pass from Baby Boomers to younger generations in the next few decades. In fact, it's said to be the largest transfer of intergenerational ...