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Yes, You’re Rich Enough for an Estate Plan

Yes, You’re Rich Enough for an Estate Plan

Many people believe that they’re not “rich enough” to have an estate plan, but this couldn’t be further from the truth. We believe that estate

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Boyfriend of Whitney Houston’s Daughter Getting into Estate Plan Trouble (Already)

Boyfriend of Whitney Houston’s Daughter Getting into Estate Plan Trouble (Already)

Is there a target on Nick Gordon? He might well conclude that. The erstwhile boyfriend of Bobbi Kristina Brown will likely never see the 22-year-old

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Defining Your Legacy

Defining Your Legacy

Baby boomers are more concerned with funding their retirements than leaving financial inheritances to their families and charities. While this may have been initially driven

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No Estate Plan is a Plan Written by the State

No Estate Plan is a Plan Written by the State

Most summer plans do not include drafting a will and testament. Mowing a lawn choked with weeds and overgrown with grass is more likely to

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Choosing the Right Trustee

Choosing the Right Trustee

Choosing the right trustee is vital to ensuring that your beneficiaries enjoy the legacy you intend to leave behind. Rick Friedman, senior vice president and

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Is Writing Your Own Will a Piece of Cake?

Is Writing Your Own Will a Piece of Cake?

Maybe you have seen those will-in-a-box kits. Maybe you have even considered picking one up. Think twice about that. While you can draft a will

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Estate Planning Options for High-Wealth Individuals

Estate Planning Options for High-Wealth Individuals

While the federal estate tax exclusion is currently larger than it has ever been at $5.43 million for individuals and $10.86 million for couples because

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What Just Happened? You Need to Consider Estate Planning

What Just Happened? You Need to Consider Estate Planning

With an estate plan, you can ensure that your loved ones are taken care of financially after your death. You can give your family peace

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Ever Wonder How People Die?

Ever Wonder How People Die?

Accidental gunfire claimed 348 lives from 2001-2010 in Alabama, and gunshots of undetermined intent killed 147 in Arizona. And while both resulted in far fewer

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Four Important Dates to Consider When Reviewing Your Estate Plan

Four Important Dates to Consider When Reviewing Your Estate Plan

Whenever clients ask if they need to update their will or trust, the first question back to them is: “When was it created?” If they

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Survey Says … “More Estate Planning!”

Survey Says … “More Estate Planning!”

When Craig Evans Carnick accompanied his wife of 46 years to a medical procedure recently, he got a bit of a surprise when he asked

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Is “Crummey Power” Really Good or Really Crumby?

Is “Crummey Power” Really Good or Really Crumby?

There was one estate planner who had a stroke of marketing brilliance a long time ago. He or she decided that we should call death

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