Posts tagged with "Life and Legacy Estate Planning"



Estate Planning · July 12, 2024
Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts
Celebrity estate plans can be as headline-grabbing as their careers, and this week, we’re diving into how stars like Vanilla Ice manage their legacies. Vanilla Ice reveals his approach to estate planning, shedding light on the often overlooked importance of proactive financial management. From utilizing trusts to smart tax strategies and the vital role of life insurance, his insights offer valuable lessons for anyone. His experiences underscore the necessity of having a well-thought-out plan to
Estate Planning · July 05, 2024
Celebrity Estate Plans Series Part 1 of 4: Michael Jackson
Explore the critical lessons from Michael Jackson's estate planning challenges in our new series on celebrity estates. Michael's story highlights the complexities and potential oversights that can occur without a robust plan. From misunderstandings in will execution to prolonged legal battles, discover the vital importance of precise documentation and proactive planning. Learn actionable tips to ensure your estate is managed according to your wishes, protecting your legacy and providing peace of
Estate Planning · June 28, 2024
Value Freedom? Here’s Why an Estate Plan Is Your Declaration of Independence
This Fourth of July, while we celebrate freedom and independence, consider another profound liberty—the right to decide your own affairs through a comprehensive estate plan. Just as our Founding Fathers secured autonomy, an estate plan allows you to declare your independence from courts, state laws, and unwanted third-party decisions that could undermine your final intentions. Understanding that you already have a government-devised plan—which may not reflect your wishes—is the first step toward
Estate Planning · November 21, 2022
7 Issues To Consider When Purchasing Disability Insurance
According to the Social Security Administration, nearly one-third of people aged 25 to 54 will become disabled before retirement. When choosing a policy, keep these 7 disability insurance issues in mind. Read more...
Estate Planning · November 14, 2022
How To Manage Your Digital Accounts After Your Death — Part 3
If you've read the previous two articles, you already know how to secure your accounts. Security, on the other hand, is a journey, not a destination. Are you aware that your social media accounts, online banking information, and personal communications can be sold to the highest bidder? Because of this, you should create a digital estate plan for yourself. Part 3 of this article will show you how to create a digital estate plan to protect your loved ones. Here's how it's done...
Estate Planning · November 07, 2022
How To Manage Your Digital Accounts After Your Death — Part 2
Part one of this series covered Facebook and Google's processes to manage your digital accounts after death. In part two, we'll continue our discussion by looking at how Instagram, Twitter, and Apple's online platforms handle your accounts after you log out for the last time. Read more here...
Estate Planning · October 31, 2022
How To Manage Your Digital Accounts After Your Death — Part 1
You're worried about your partner, family members, and friends dealing with your digital accounts after you die. You think about your email inbox exploding, messages flying between the team you've worked so hard to build, having to deal with your own data. . . It's stressful. How do you start planning for your digital afterlife? Read more here...
Estate Planning · October 24, 2022
Trusts & Taxes: What You Need To Know
One of the most frequent inquiries we receive is regarding the function of trusts in reducing tax obligations. We're here to inform you of the tax implications connected with various forms of trusts, given the demand for knowledge about the importance of trusts on taxes. If you want to understand how taxes, trusts, and estate planning interact, this article is for you. More information is available by clicking the link.
Estate Planning · October 19, 2022
2022 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?
Estate planning is a continuous activity, not a one-time event. You probably already know how vital it is to make an estate plan, but you might not realize how crucial it is to keep that plan up to date. If you want your plan to succeed and keep your family out of court and out of conflict, you need to update it immediately in response to frequent life occurrences. No matter who you are, your life will change: families change, assets change, laws change, and ambitions change. This article will o
Estate Planning · May 13, 2022
10 Common Estate Planning Mistakes Your Family Can’t Afford To Make—Part 2
The DIY approach might be a good idea if you're looking to build a new deck for your backyard, but when it comes to estate planning, it's actually one of the worst choices you can make. Are you really willing to put your family's well-being and wealth at risk just to save a few bucks? Don't wait that these mistakes won't be discovered until you're gone. Here, we wrap up the list with the remaining five mistakes your family can't afford to make.

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