Welcome Back, Gen Z (+ other!) Planners – We are finally purchasing our first big assets or receiving big holiday gifts from family! This is so exciting, but how do we protect them in the long run? Buying yout first car or signing a lease for your first apartment is not easy. It is our…
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Estate Planning: Monetizing Social Media
Welcome Back, Gen Z (+ other!) Planners – now, it’s time to talk about how you can monetize your social media and protect it when you’ve passed! Have you started thinking about how to make money from TikTok or Instagram, and what will happen to that income stream if you’re gone? Nevada recognizes different types…
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Estate Planning Document Breakdown
Welcome Back, Gen Z (+ other!) Planners – now, it’s time to get your documents together! Before you dive into estate planning, it’s helpful to know that there are myriad types of documents within a comprehensive plan. I’m here to give you an estate planning document breakdown in the simplest terms. When setting up your…
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Estate Planning for Gen Z…
Welcome to Adulthood, Gen Z!!! Hey Gen Z, welcome to the big leagues! It feels like yesterday we were chasing each other on the playground. Now we’re in our 20s, figuring out what comes next. Do I go to college? Do I get married? Or do I stay at my parents’ house, avoiding responsibility? Most…
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What Every Parent Should Know When Their Child Turns 18
This week’s blog is by our friend + colleague, Jill Mastroianni, host + founder of the Death Readiness Podcast. Jill talks to parents about how to prepare for newly adult children, and what every parent should know once their child turns 18. When your child turns 18, the law changes, whether you’re ready or not……
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New Home?? 3 Essential Planning Tips for Homeowners…
Congrats on the purchase of your new digs! Whether this is your first home, or you’re moving up, downsizing, or making a change, buying a home is a significant milestone. When major life events occur, it’s important to take some time to ensure your plans for the future are aligned with your current estate plan, or…
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Do I Need a Will or a Trust? (4 Options to Avoid Court)
My best friend (who is a legit big deal in the world of international finance), texted me the other day: “Hey! What do I need, a Will or a Trust?” Did you know that simply having a Last Will and Testament (“Will”) likely ends up with your estate being handled by a Court? (She did…
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How Much Does an Estate Plan Cost???
How Much is a Living Trust? How Much is a Will? How Much does an Estate Plan run? We get a variations of this question – a lot. As much as we’d love to give you a simple answer, our response is the typical “lawyer” answer: “It depends…”. We can’t tell you without talking to you about…
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The 3 Types of Lawyers to Consider for Your Estate Planning…
In today’s complex legal environment, it’s important to understand that all lawyers do not specialize (or even practice) in all of the various areas of the law! When it comes to estate planning, it’s important to understand how “specialized” your legal representation is when handling your family + legacy. This week, I break down the (3)…
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When Generosity Backfires… Are your gifts causing more harm than good?
As an estate planner, I deal with lots of generous, kind folks with very big hearts (and sometimes, big wallets to match). That’s not always the case- sometimes clients have a more modest estate that belies their generous spirits. In this series, I’m offering a weekly Q&A to outlines some mistakes I’ve seen my generous clients…
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