When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything complicated for their estate- just a Will. Indeed, Wills have a reputation as the number one estate planning tool and can be seen all over […]
Trusts are often underused or misused tools for business owners, as they can provide a range of tax, asset protection, and succession planning benefit…
With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation that’s been dub…
A group of wealth strategists at CIBC Private Wealth Management noticed that the women in attendance at educational seminars for client couples were o…
If you own a business, you almost certainly have intellectual property. However, because your intellectual property is intangible, it can be invisible…
While the quarantines, shutdowns, and social distancing measures related to the pandemic have been difficult for everyone, the elderly have been particu…
With people living longer than ever before, more and more seniors require long-term healthcare services in nursing homes and assisted living facilities….
Although you likely won’t need to have an entirely new estate plan prepared for you, upon relocating to another state, you should definitely have your e…
Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenges when it comes…
No matter who you vote for on November 3rd, you may want to start considering the potential legal, financial, and tax impacts a change of leadership mig…
Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that it’s one of the most outlandish stories to come …
If you’re a parent, you may feel even more guilty than usual. If so, you are definitely not alone. Currently, the burden is on you to both carry on wit…
The sites let you complete and print out just about any kind of planning document you can think of—wills, trusts, healthcare directives, and/or power of…
Many people come to us curious (or confused) about trusts and taxes. So today’s article is going to sort it out and clarify things for you.
There are t…
In the first part of this series Covid 19 Highlights – Part 1 , we discussed the vital importance of having updated advance directives in place in light…
As the COVID-19 pandemic continues to ravage the country, doctors across the nation are joining lawyers in urging Americans to create the proper estate …
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