According to 2024 Alzheimer Association stats, approximately 6.9 million Americans aged 65 and older are currently living with Alzheimer’s dementia, the majority (73%) being 75 or older. As an aging population grows, dementia has become an important concern for families,READ MORE
Legacy and Estate Planning
While you may strive to live life to the fullest and enjoy being prosperous, “You can’t take it with you”, as the saying goes. When it comes to your life’s work and wealth, have you ever wondered about the bestREAD MORE
Leaving a legacy for your family is an admirable goal but it can also present unique challenges, especially when your grandchildren are minors. Fortunately, there are several ways to pass your wealth on, ensuring that your family benefits from yourREAD MORE
For car guys and gals, collecting classic cars is more than a hobby. It’s a passion that captures the nostalgia and thrill of driving iconic cars. From the craftsmanship of a Mustang to the sleek style of a Porsche orREAD MORE
Potential changes in the law and the economy can threaten to render strategic opportunities in estate planning much less valuable years down the line. For any keen financial planner, it may be prudent to consider a 100-year estate plan forREAD MORE
The purchase of a home or other property is typically one of the most important milestones in a person’s life. As a homeowner or property owner, you do not want to leave such valuable possessions in the hands of theREAD MORE
Did you know? There are 28.8 million small businesses in America and 19% are owned by families. What’s more, these family-owned businesses are not just mom-and-pop ventures or husband and wife teams. They employ 60% of the US workforce andREAD MORE
Owning property means you have an estate, but not all estates are large enough to be taxed under estate laws. However, if your estate exceeds certain thresholds set by federal or state laws, you might face estate taxes. Estate taxREAD MORE
When people think about estate planning, they often consider the practical terms and provisions: the distribution of assets, appointing executors, and perhaps setting up trusts. However, for many, religion deeply influences these decisions, guiding not just the “how” but alsoREAD MORE
In today’s digital age, intellectual property (IP) stands as a cornerstone asset for individuals and businesses alike, fueling innovation, creativity, and competitive advantage. Protecting IP is not just a legal necessity but a strategic imperative to safeguard one’s creations, maintainREAD MORE