Legacy and Estate Planning

After years of toiling away in the entertainment industry, Ray Liotta was able to build up an impressive net worth.

Happy 4th of July! Gathering with the family for a Fourth of July celebration is a heartwarming time for the family’s oldest members. It’s a day to celebrate our great nation’s independence, but also a time to take a longREAD MORE

After decades devoted to work, you’re ready to retire and celebrate your own personal Independence Day. Your plans might include spending more time with the family, visiting America’s National Parks, or ramping up your volunteer work. You might even beREAD MORE

If you read history, you know American independence was not easily won. There was no guarantee the fledgling colonies would win, but they fought long and hard and as a result, every July 4th we celebrate our nation’s independence. IfREAD MORE

In June we celebrate Father’s Day, honoring dads who devote themselves to raising children and building families. New fathers actively engaged in their children’s lives understand their responsibility to plan for the future. While the idea of parents dying andREAD MORE

Dad’s aging, now what? It’s hard for men to see their fathers age, although the alternative is worse. Dad doesn’t want your help with anything. He can still take care of his finances, drive his own car, and make repairs to theREAD MORE

Here are some important steps you can take to secure your legacy for your family. Congratulations, Dad!  You’ve raised your children, who now have children of their own.  Despite all the obstacles of recent years, the family is thriving.  YouREAD MORE

Many well-off pet owners have left millions of dollars to their cats, dogs and even chickens—perhaps most notoriously Leona Helmsley, who left US$12 million when she died in 2007 to her white Maltese dog Trouble.

Frequent triggers also include changes in the health of executors and guardians; changes in laws, which may impact tax and legal strategies; and changes in state residence, which can also impact planning.

Here are some important parts of your estate plan that should be reviewed.