4 Legal Steps to Take in the Early Stages of Alzheimer’s

Aging Parents

The challenges of Alzheimer’s disease are becoming more and more familiar to millions of Americans. Its direct cause yet a mystery to medical science, the disease seemingly strikes at random with no regard for intelligence or accomplishment, wealth or generosity. For...

4 No-Cost Tips to Make Your Heirs Ready for Inheritance

Family Stories and Values

There exist a handful of names in American culture that have come to be associated with incredible opulence and near-inextinguishable wealth: Rockefeller, du Pont, Hearst. Cornelius Vanderbilt, the famed railroad and shipping tycoon, stands among them–elevating...

Lauren Bacall Left Her Heirs a Hollywood Drama, Will you?

Estate Planning

“A planned life is a dead life.” -Lauren Bacall While the legendary Hollywood actress’s words may hold some truth for our lives, they certainly do not for our deaths. On August 12, 2014, a stroke tragically ended the 90-year-old Bacall’s life. Her long life had been...

Your Estate Plan Should Leave a Legacy Beyond What You Own

Legacy Planning

While your estate, which passes on to your loved ones after you die, is made up of everything you own, there is something else that you should be thinking about passing on. Your legacy is much more than just your financial assets. It includes your family values,...

How to Peacefully Pass Along Family Heirlooms Along with Family History and Values

Leaving Heirlooms

A recent Wall Street Journal article noted that boomers and seniors are more interested in leaving a legacy for future generations that extends beyond money by passing along family heirlooms and history. Citing a 2012 survey by Allianz Life Insurance that found 86% of...