How to Handle Frivolous Lawsuits

A frivolous lawsuit is one in that has no legal merit and, therefore, has no chance of actually succeeding.  A frivolous lawsuit is often filed with the intention of harassing, annoying, or disturbing the other party in question. In some cases, the lawsuit is filed to limit the collection and/or foreclosure proceedings on an outstanding debt as a possible strategy to settle the case for less. Litigious people will threaten […]

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Estate Planning for Cryptocurrency Investors

Estate Planning for Cryptocurrency Holders Cryptocurrencies might be the way of the future. They could also require significant changes to your estate plan. Cryptocurrencies gained popularity in the past few years, especially with the rise of one of the most popular cryptocurrencies, Bitcoin. Cryptocurrencies are digital assets that do not require a centralized bank. Instead, they allow the transfer of funds electronically. Currently, one Bitcoin is equal to nearly $3,500 […]

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New Year’s Resolution: Set Up Your Estate Plan in 2019

The New Year is finally here. January is a time to begin what you might have been putting off the year before. As you begin to embark on your New Year’s resolutions, consider adding another resolution to your list: creating an estate plan. According to Forbes, an estate plan is the best gift you can give yourself this year. Consider the five following reasons you should create an estate plan […]

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Continuing Care for Your Pet After You Pass Away

When determining your estate plan, it is important to remember all members of your family. While you might have already set up distribution methods for your beneficiaries, it is important to leave a portion of your assets aside for the continuing care of an important family member: your pet. Pets have been considered in high-asset estate plans for many years. Billionaire and hotel heiress, Leona Helmsley, made pet trusts famous […]

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Why estate planning is different for women

Depending on the size and value of your estate, the estate planning process can be quite complex. However, it is not only the value of your estate that affects how you should design your estate plans. If you are a woman, you need to approach the estate planning process a little differently. There are a few reasons for this. On average, women live 4.9 years longer than men. A longer […]

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Three stages in life that put a new importance on financial planning

Many people who find themselves in financial difficulty could have avoided it with a bit more attention to financial planning. They find themselves unprepared for everything that life throws at them. This is especially important for business owners who need to consider the way their personal finances impact the company. Below are three common life events that you need to keep in mind when planning for your financial future: Marriage Yes, marriage […]

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Two estate planning mistakes you need to avoid

When you’ve never planned an estate before, you’ll be in the dark as to all the options available. You will also be vulnerable to making numerous common mistakes if you don’t have experienced guidance. Following are two estate planning mistakes you’ll definitely want to watch out for: Failing to update your estate plan: Your will is not a static document. Your family, state and federal estate laws and tax rules will […]

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Should I buy liability insurance as a part of my estate plan?

Imagine you’ve spent your entire life and career saving up for your future and your family’s future. Because of your hard work, sound investment choices and dedication to saving, you’ve amassed a considerable amount of wealth that you hope to pass on to your family through your estate plan one day. It’s important to realize, however, that all of your hard work and sacrifice could be wiped away in a […]

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Could my husband walk away with half of my inheritance?

You and your husband tried to make your marriage work for as long as you could. But after several painful years, you are ready to divorce. There are several questions running through your mind about your children, your home and your finances. One of the most important financial questions that you will have to consider is what will happen to your inheritance. Many women in Silicon Valley who have received […]

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The Loaded Question

“Dad, are we rich?” Ethan’s father drops his fork mid-bite. “That’s an unusual question,” Roger carefully responds. Ethan, who just turned 16 and still fears his father’s disapproval, hesitates before continuing. He knows there is an unspoken rule in his family to never speak about money. Despite his nerves he plows on determined to get to the bottom of the wild claims his classmates made. “So, the guys said I didn’t need to get a summer […]

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