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An Estate Plan Is Your Script to a Lasting Legacy

Viewing yourself as the main character in the movie of your life is associated with greater psychological well-being. It can make you feel more competent, autonomous, and effective. Read more to learn how to take control of your story by creating an estate plan, enabling you to write a script for your legacy.

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Wealth, Legacy, and Family Drama: Inside The Descendants

Although fictional, the 2011 movie The Descendants, starring George Clooney has some basis in fact. Read more about the lessons learned from the film and how it reflects a common estate planning challenge that many families face when attempting to hold and manage assets (accounts and property) for multiple generations.

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Lessons in Estate Planning from Rain Man

Rain Man starring Tom Cruise and Dustin Hoffman is one of the most iconic American movies of the 1980s. Although secondary to the main plot, several estate planning threads run through Rain Man. Read more about estate planning issues and lessons learned including those related to trusts, beneficiaries, and how to plan for children who have very different personalities and needs.

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The Corporate Transparency Act

The deadline for Corporate Transparency Act registration is fast approaching! Contact us today to learn how this may impact you and ensure you're in compliance.

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This information is for educational purposes only and cannot be considered legal advice, nor does the receipt of this newsletter create an attorney client relationship.