family wealth inventory

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Leaving Without a Plan: Prince Didn’t Leave a Will – Here’s Why You Should

Even after death, celebrities are highly publicized for their mistakes, many of which we make ourselves. This time last year, superstar musician Prince died suddenly, leaving no will, and the management of his substantial estate fraught with legal complications and added costs. It’s easy to assume that the wealthiest among us have all their ducks [...]

By | May 9th, 2017|Finances|0 Comments

Watch Out for This Predatory Phone Scam

Today, even the most conscientious can fall victim to a phone scam. Claiming everything from free cruise vacations to astonishing tax rebates, phone scammers prey on the financially vulnerable, but that’s not all. As scammers become more sophisticated and find clever ways to elude legal consequences, new and convincing scams are on the rise. In [...]

By | March 14th, 2017|News|0 Comments

(Re)Defining Family: Estate Planning for the Modern Family

Blended families, unmarried couples, assistive reproductive technology (ART) and same-sex unions and marriages challenge the traditional concept of “family” as it’s been known for legal purposes up until now. Significant changes in the way we define family culturally means more families are left without the valuable protection they need, in the event of a death [...]

By | February 7th, 2017|Legal Strategy|0 Comments

Does Your Parent Need Help with Finances? Start Here

Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen-X’ers and Millennials. And, stepping in to help manage your parents’ finances, without eroding their sense of independence and privacy, can be tricky. Many aging parents are reluctant to ask their children for help with their finances. It means a [...]

By | January 24th, 2017|Legal Strategy|0 Comments