Actor Val Kilmer’s passing in April 2025 highlights estate planning issues that can affect almost anyone. Although Kilmer was a celebrity, these issues—including managing real estate in more than one state, deciding what happens with digital assets, and using charitable gifts to leave a legacy and help reduce estate taxes—are concerns that can be especially […]
Continue reading…The Wealth Advisor
Do Not Leave Your Loved Ones with a Sticky Mess
There is nothing quite like ice cream on a warm summer day served just the way you like it. You are outside, maybe on a shaded bench or strolling down the boardwalk, sun on your face with a light breeze cutting the heat. The cone is crisp, the flavor is superb, and the toppings are […]
Continue reading…Adding Toppings to Your Estate Plan
As much as Americans love ice cream, our tastes run pretty plain. Vanilla, chocolate, and strawberry consistently dominate “Top 5” flavor lists.1 When we add toppings, we usually reach for the familiar—sauces, nuts, and sprinkles. Some people go for bolder choices such as candy or cereal, but toppings generally rank lower in importance compared to flavor, […]
Continue reading…Different Flavors of Transferring Your Money and Property Outside of Probate
It is summertime, and the living is easy. Maybe you spent the day out on the boat, at the beach, or at home relaxing in your most comfortable lounge chair. As the sun sets, you have a hankering for a sweet treat and decide to get some ice cream—a no-brainer in July, National Ice Cream […]
Continue reading…Are You Saving Enough for Retirement?
Retirement is supposed to be a carefree period of enjoyment and fulfillment. However, retirement has become a daunting prospect for many Americans, full of anxiety and financial uncertainty. Longer lives and rising costs make the idea of retiring in one’s 60s increasingly unrealistic. But very few people, even those who enjoy working, want to work […]
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