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Creating an estate plan is a crucial task for any adult, but it is not a one-and-done task. Think of it as an annual physical exam or a periodic review of your investments with your financial advisor; regular checkups of your estate plan are essential to ensuring that it still fits your life and evolving […]

Joining the military often sets individuals on a path that is distinctly different from pursuing higher education or entering the civilian workforce. Every year around Veterans Day, we honor the sacrifices of those who have served our country. However, we do not always pause to consider the unique experiences and challenges Veterans face when their

Myth 1: I have a will, so I do not need an estate plan. Fact: A will is only one part of the estate planning puzzle—and it is not the right fit for everyone. A will does not address what happens to your business if you become incapacitated (unable to handle your own affairs). It

Estate planning can be complicated enough when all your assets (accounts and property) and loved ones are located within one country. But for US residents with international connections, whether through property, citizenship, residency, business interests, or loved ones living abroad, it can become significantly more complex. Different countries have different rules about who inherits, how

You love your children and want to ensure that they are always taken care of. The desire to provide for them may also be shared by their grandparents, aunts, and uncles. However, when leaving money and property to minor children, even the best intentions can lead to big problems. Common mistakes can cause chaos for

You have decided to meet with an estate planning attorney to get your affairs in order and ensure that your loved ones are protected. Now that you have scheduled the appointment, it is time to get yourself organized and prepare for the first meeting. Before You Meet with Your Attorney Taking the time to sort

Comedian George Carlin once joked that a house is just a place to keep your stuff while you go out and get more. “Sometimes you gotta move, gotta get a bigger house,” he said. “Why? No room for your stuff anymore.”1 For many Americans, that joke hits close to home. We have a complicated relationship

At some point, each of us may face the difficult task of walking through a deceased parent’s home. Empty in one sense—but not in another. The person is gone, but a lifetime of belongings remain. Going from room to room, drawer to drawer, and box to box can be part of the healing process. Handling

Nothing in your home will stay yours forever. Every item—each wall hanging, piece of furniture, book, device, or collected trinket—will one day belong to someone else. Who that someone is depends largely on the decisions you make today. You do not need to adopt a minimalist mindset or purge everything of little value. Nor is

Starting on January 1, 2024, under a new law called the Corporate Transparency Act (CTA), owners of certain business entities must file a report with the federal government including details regarding the ownership of their entity. The CTA was enacted to help combat money laundering, financing of terrorism, tax fraud, and other illegal acts. If