Estate Planning That Expresses Who You Are: 5 Things to Talk About with Your Family

You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for a family meeting to have a conversation about your money, your legacy, and your core principles. Most families lead far-flung and busy lives, meaning the only time they see one another face-to-face is […]

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What to Know about Holiday Work Parties and Liability

The following Checklist is to help employers minimize the legal risks presented by employer-sponsored holiday parties. This checklist addresses sexual harassment prevention, avoiding harms created by alcohol consumption, workers’ compensation liability, and wage and hour claims. The festive atmosphere combined with the consumption of alcohol at an employer-sponsored holiday party make it a potential venue

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Money Isn’t Everything in Estate Planning: How to Pass Your Stories and Values to the Future Generations

Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even more to family members down the line. Reinforcement of family traditions can be built into your estate plan alongside your wishes regarding your money, property, and belongings. After all, what really

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3 Mega-Celebrities Who Died Without A Will: Do Not Follow In Their Footsteps!

A will documents who gets what (and when) after you die. Without a will, state law doles out your belongings. In many cases, your assets may end up in the hands of complete strangers.  That’s exactly what happened to these three mega-celebrities: James Dean. Dean died intestate (without a will) in 1955 at the age

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How Your Trust Can Help a Loved One Who Struggles with Addiction

Substance addiction is by no means rare, impacting as many as one in seven Americans. Because of its prevalence, navigating a loved one’s addiction is actually a relatively common topic in everyday life. But you should also consider it when working on your estate planning. Whether the addiction is alcoholism, drug abuse, or behavioral like

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‘Till Death Do Us Part, Too: Estate Planning Tips for Commitment Without Marriage

Advice columnist Ann Landers once observed that “love is friendship that has caught fire.” If that’s true, there are thousands of ways for that blaze to unfold. For many Americans, such devotion and passion do not need to be neatly formalized as marriage. In fact, our cultural norms are shifting, and quickly. Consider the following:

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