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Tag: Estate Planning Attorney

Preserving a Legacy: How Dynasty Trusts and Corporate Trustees Can Help Families Build  Wealth  for Generations 

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For many families, wealth represents more than financial success. It reflects years of hard work, sacrifice, and a desire to create opportunities for future generations. As families look beyond their own lifetimes, thoughtful estate planning strategies can help ensure assets are protected and family values are carried forward. A dynasty trust, particularly when paired with the expertise of a corporate trustee, can be … Continued

You Established a Trust! But Did You Properly Fund It?

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Many years ago, I was meeting with some new clients: a married couple in their 50’s with several million dollars in assets. They’d provided copies of their brokerage account statements for two IRAs and a joint account for me to review. I asked if they’d done any estate planning and they enthusiastically answered, “Yes!”, clearly … Continued

Copyright and Royalties: Estate Planning Considerations

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We have lost several well-known artists this past year: David Bowie; Alan Rickman; Glenn Fry; Harper Lee; Garry Shandling; Prince; Gene Wilder; George Michael; and most recently Carrie Fisher and her mother Debbie Reynolds.  These names are a few among a long list of sports and political figures, writers, musicians, actors and otherwise well-known celebrities … Continued

When Dementia is Present: Preparing and Protecting Family Wealth

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Tragically, developing Alzheimer’s disease or another form of dementia can rob families of the joy of the golden years. According to the Alzheimer’s Association, every 67 seconds someone in the United States develops Alzheimer’s. Because on average women live longer, they are even more likely than men to develop dementia – almost two thirds of … Continued

There May Be More to Kids’ Movies Than You Think!

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In my house we are running either the theme song from The Lego® Movie or the hit ballad from Disney’s Frozen on a continuous dizzying loop. Either my daughters are parading around the kitchen with their princess capes on – “letting it go” – or my son is pumping his fists in the air shouting … Continued

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