The need for solid business strategy planning becomes painfully clear in a crisis. The Covid-19 pandemic has posed a threat – not only to the physical health of individuals but also to the economic survival of many closely-held businesses. The nation has been put into a medically induced economic coma,…
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Category: Estate Planning
Saying “I do,” again?
With the divorce rate of first marriages hovering around 50 percent, it’s common for people to remarry. However, statistics show that in the U.S. there is a 67 percent chance of the second marriage ending in divorce. As you might imagine, most individuals don’t consult their financial advisor before making…
Inside the Fort: Estate Planning 101
Estate planning can be a tricky subject to navigate, which is why we decided to hold a seminar this summer with our friend Michelle Conti of Conti Law LLC. The session drew quite a crowd, and many important topics were discussed. We debunked common misconceptions, explained the various documents you…
Just the two of us: Estate planning for childless couples
Discussions on estate planning often focus on couples with children, but making decisions only for two is just as crucial. With or without heirs, you must have a comprehensive plan in place to ensure anything left behind is communicated through a detailed plan that outlines specific wishes. In addition, an…
No Will for Prince? His estate planning mishap
The media recently reported two shocking items: the death of Prince and the possibility that he passed away without a Will. Given Prince’s well-known efforts to control his music and career, this would be surprising. If true, it would not be the first time we have seen a celebrity pass without…
