New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning

New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning

Within the past year, a combination of new legislation and the recent change of leadership in the White House and Congress stands to dramatically increase the income taxes your loved ones will have to pay on inherited retirement accounts as well as increasing the...
Lessons From Kobe  1-Year Later

Lessons From Kobe 1-Year Later

It may seem like a distant memory due to more recent events, a pandemic, and a presidential election, but it has only been ONE year since NBA legend Kobe Bryant and his 13-year-old daughter, Gianna (“Gigi”), tragically passed away in a helicopter crash in Calabasas,...
Moving To A New State? Remember to Update Your Estate Plan

Moving To A New State? Remember to Update Your Estate Plan

Although you likely won’t need to have an entirely new estate plan prepared for you, upon relocating to another state, you should definitely have your existing plan reviewed by an estate planning lawyer who is familiar with your new home state’s laws. Each state has...
5 Tips For Keeping Kids Connected With Grandparents During the Pandemic

5 Tips For Keeping Kids Connected With Grandparents During the Pandemic

While the quarantines, shutdowns, and social distancing measures related to the pandemic have been difficult for everyone, the elderly have been particularly hard hit. Since seniors face the most health risks from COVID-19, most of them have been careful to avoid...