Blog Articles

Asset Protection

What are Walt Disney’s Heirs Worth?

The Walt Disney Company has come a long way since it was founded by brothers Walt and Roy O. Disney nearly a century ago. What began as a cartoon studio is now a media powerhouse, complete with amusement parks and properties.

Read More »
Estate Planning

Should Seniors in Love Tie the Knot?

There are some major financial benefits to tying the knot. From IRAs to Social Security and tax exemptions, there are many reasons (besides the obvious one: love) for older couples to say I do.

Read More »
Beneficiary Designation
Asset Protection

What’s the Best Way to Provide for My Family when I’m Gone?

Estate planning involves making a plan for the transfer of your property upon your death or incapacity. Your estate is all of the property you own, which can include cash, jewelry, cars, houses, clothes, land, retirement, investments and savings accounts. The goals of estate planning are to make sure most of your estate is transferred to your beneficiaries, you pay minimal taxes on the estate and children are assigned guardianship.

Read More »
Asset Protection
Estate Planning

What Did Kobe Bryant Do for Estate Planning?

The list of wealthy black celebrities who have died without a will in place is a significant one. Names on the list include Prince, who died with a net worth of about $300 million without having a will. So did John Singleton, Aretha Franklin, Jimi Hendrix and the great Bob Marley, to name but a few.

Read More »
Long Term Care
Caregiver

What Do I Need to Know Before I have Mom Move in with My Family?

Young adult children sometimes boomerang back to the safety of a parent’s home when money is tight, the going is tough or difficult times loom. Decades later, middle-aged children often become the safety net for their parents. For some aging parents, the right move is into their adult child’s home.

Read More »

Recent Posts

Subscribe to Our Blog Digest & eNewsletter