If you were to suddenly die today, would your loved ones know how to quickly find your estate planning documents? Would they know how to access all of your financial accounts? How about your insurance policies? What about your login and password info to all of your...

If you’re like most people, you probably view estate planning as a burdensome necessity—just one more thing to check off of life’s endless “to-do” list. You may shop around and find a lawyer to create planning documents for you, or you might try creating your own DIY...

There is nothing like a presidential candidate’s personal income tax return to get people talking. And, while the battle over the federal tax returns of President Donald Trump continues to leave many people wondering what his tax returns may reveal, we no longer need...

This is the third in an ongoing series of our articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning mistakes we encounter with clients. If the series exposes any potential gaps...

Last week, we discussed the benefits of a unique estate planning vehicle known as a Lifetime Asset Protection Trust (LAPT). We referenced this planning tool in the context of how it could have protected Clare Bronfman, the heiress to the multi-billion-dollar Seagram’s...

The sudden death of a loved one is always a tragedy. But when someone with a large estate passes away unexpectedly, that tragedy may be compounded by a lengthy and unpleasant probate process. Such deaths are a poignant reminder of the importance of careful estate...

When you create your estate plan, the idea that one of your adult children would ever use their inheritance to bankroll a cult is probably something you’d never dream of, much less anticipate. Yet that’s exactly what 40-year-old Clare Bronfman, heiress to the...

While most people assume only the uber wealthy need to worry about asset protection, those with less wealth and fewer assets may be at even greater risk. For example, if you’re a multi-millionaire, a $50,000 judgment against you might not be that big of a burden. But...

In our last newsletter, I discussed the wide spread speculation that fashion icon, Gloria Vanderbilt, would leave her entire legacy to charity and effectively disinherit her sons, including famed CNN Journalist Anderson Cooper. Well, Vanderbilt surprised many.  As it...

 Not long ago, Facebook announced the impending launch of a new currency, the Libra. The news ignited a firestorm of debate among politicians, economists, tech giants, and even lobbyists. They argue everything from the potential impact of cryptocurrency on the global...