What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 2
Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1 and what this means for their ability to protect their wishes through an estate...
What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1
Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal decision-making is crucial to ensuring their wishes are honored and that you are...
Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning
Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. Unfortunately, we all experience grief at one time or another, and knowing how to manage your own grief and how to be there for others who...
Your Most Important New Year’s Resolution: A Kids Protection Plan
As we welcome the New Year, filled with hope and resolutions for a brighter future, if you have minor children or grandchildren, put this commitment at the top of your list– a Kids Protection Plan ®. Even if you have already named legal guardians for your children (or...
The Melting Legacy: The Icy Feuds and Creamy Conspiracies of Tom Carvel’s Ice Cream Empire
Tom Carvel, the father of soft-serve ice cream, provided us with generations of creamy, ice-cold delights while also being the mastermind behind the franchise system in the United States. It all started back in 1934 when Tom's ice cream truck got a flat tire on the...
Bruce Willis Sells $65M In Property and Life with Frontotemporal Dementia
Strategic Real Estate Shifts: Preparing for Life's Changes In anticipation of his health decline, Bruce Willis strategically offloaded nearly $65 million worth of luxury properties, a move that insiders say reflects a deliberate preparation for a shift in...
JEFFREY EPSTEIN’S ESTATE – 3 LEGAL ISSUES LEFT TO BE DECIDED
Jeffrey Epstein’s signing of a Will two days before his suicide leaves many legal issues that I hypothesize will take more than a decade to decide. By creating a “pour-over Will” into a trust he created, we know that he has planned for privacy regarding who are his...
Have Unused 529 College Savings? Roll Them Into a Roth in 2024
In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are set to take effect in 2024, and they could substantially impact your family's financial...
A Fortune’s Unlikely Heirs: Hermès Successor, Devoid of Offspring, Chooses Former Gardener, and Handyman as Beneficiaries for Half of $12 Billion Wealth, Reports Reveal
In a fascinating exploration of the intersection between personal relationships and meticulous estate planning, the narrative of Nicolas Puech, an heir to the esteemed Hermès legacy, unveils a distinctive approach to wealth distribution that intricately weaves cause...
Should Your Business Be Using Non-Disclosure Agreements?
Should Your Business Be Using Non-Disclosure Agreements? At the core of many successful businesses lies a treasure trove of trade secrets—unique processes, formulas, or strategies that give a company a competitive edge. Whether it's the secret sauce behind your...
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