Top Reasons To Have A Will
In the realm of estate planning, a common adage rings true: “Failing to plan is planning to fail.” As an experienced estate planning attorney, I’ve witnessed firsthand the turmoil and heartache that can ensue when individuals neglect the crucial step of…
Will My Social Security Benefits Be Affected If I Work?
Today’s Social Security beneficiaries may move in and out of the workforce before fully retiring. That may trigger a rule called the retirement earnings test, which can temporarily reduce benefits.
How Does an Executor Manage Assets
The loss of a loved one is a difficult time, often compounded by the necessity of addressing estate settlement and the liquidation of assets.
What is not Controlled by a Will?
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
Passing the Torch: Strategies for Business Succession
Family business succession planning is a critical and often challenging process for many family-owned businesses. The goal of a successful succession plan is to ensure a smooth transition of the business to the next generation, preserving the legacy and values that have been built over the years…
Lisa Marie Presley’s Creditor Claim
Lisa Marie Presley’s estate—previously at the center of a high-profile family dispute between actor Riley Keough and her grandmother Priscilla Presley—is the subject of another legal filing, this time over an alleged unpaid loan of $3.8 million. Keough became the sole trustee of her late mother’s estate less than two months ago.
New Year’s Resolutions
I’ve been involved in a coaching group for years, trying to learn to run my life and business with meaningful goals and purpose. Among the habits I have developed that have been most helpful is regularly visiting my major lifetime goals, then my 10-year, three-year and one-year goals. These take meaning and space, however, over a shorter timeline.
Your Estate Planning Checklist for 2024
Early in 2024, you should communicate with your advisers and review several items about your 2023 planning, if that planning is to have any likelihood of succeeding.
What the Executor Does
Dealing with death is never easy and overseeing the estate can be complicated. However, staying organized can help you manage things smoothly.
A Day That Lives In Infamy
The bravery of the soldiers, sailors, airmen, and marines who fought in the Pacific and European theaters is legendary. They faced unimaginable horrors on battlefields far from home, yet their resolve never wavered.
