Scammers will use any leverage possible to separate you from your money. This includes preying upon a grandparent’s love and concern for their grandchildren. The so-called grandparent scams are among the most popular scams targeting the elderly and … [Read more...] about The Holidays See an Influx of Scammers
Blog
Tax Planning for 2025 and Beyond
Planning is important for your income taxation during life as well as for any estate taxes at death. With year-end approaching, it is an ideal time to begin planning for the year ahead. As Benjamin Franklin said: “By failing to prepare, you are … [Read more...] about Tax Planning for 2025 and Beyond
Fall Summit 2025: Accountability in Action
The best Estate Planners know that staying current on the latest trends and developments is essential to serving their clients with excellence. That’s why the American Academy of Estate Planning Attorneys hosts its semi-annual conference, providing … [Read more...] about Fall Summit 2025: Accountability in Action
“Let’s Go Crazy” … Over Prince’s Estate
When Prince died over nine (9) years ago, he shocked his fans one last time. Turns out, his unexpected death wasn’t the last surprise. Prince died without an Estate Plan causing his siblings to spend the next six years fighting over his Estate. … [Read more...] about “Let’s Go Crazy” … Over Prince’s Estate
Hulk Hogan and Disclaimers…?
When Terry Bollea, aka “Hulk Hogan,” died on July 24 at age 71 in his Clearwater, Florida home, I wondered if I’d have another celebrity estate gone awry to discuss. I found something different but equally important for Estate Planning practitioners: … [Read more...] about Hulk Hogan and Disclaimers…?
