1+ mon, 1+ week ago  (780+ words) 2025 was a tough year for many people. Personally, I lost my father and two beloved dogs in the final quarter of 2025, capping off a truly awful year. My long-term significant other (we like the term "spouse-adjacent) and I have adopted…...

2+ mon, 1+ week ago  (931+ words) We are in the midst of the Great Wealth Transfer, experts say " a predicted titanic pass-down of assets from older generations to Gen X, Millennials and Gen Z. According to financial research firm Cerulli Associates, $124 trillion will change generational hands through…...

2+ mon, 2+ week ago  (1036+ words) Leonard D. Jacoby, who as one-half of the law firm Jacoby & Meyers revolutionized the legal world in the 1970s by bringing low-cost services to everyday Americans " and by winning the right to advertise those services on billboards and television " died on Monday…...

5+ mon, 3+ week ago  (969+ words) Nearly half of American adults are now single, and more people than ever are choosing not to have children, yet almost all financial planning still assumes they will do both. Tax breaks, retirement accounts and even estate plans are usually…...

6+ mon, 5+ day ago  (909+ words) When setting up an estate plan, one of the toughest decisions to make is who to leave in charge. Who do you choose to be trustee? Power of attorney? Who will make health care decisions for you? For those lucky…...

7+ mon, 3+ day ago  (722+ words) Have you heard we have a new estate tax bill? But estate taxes were one of the myriad items covered by the Reconciliation Act signed into law on July 4, 2025, and unofficially referred to as One Big Beautiful Bill. The estate…...

8+ mon, 1+ week ago  (1168+ words) A $124 trillion transfer of wealth is coming before 2048, including $105 trillion to heirs and $18 trillion to charity, according to a Cerulli Associates projection. That includes nearly $100 trillion that will be transferred from baby boomers and older generations, representing 81% of all transfers....

8+ mon, 18+ hour ago  (975+ words) I often receive calls from clients excitedly telling me they have a new grandchild. After some congratulatory comments and discussing the details (gender, weight, birthdate, how over the moon the parents and grandparents are), the conversation generally turns to whether…...

8+ mon, 3+ week ago  (653+ words) In 2017, Cody Barbo told a room of investors that he was getting married in a month. His friend asked him this question: "Hey man, you're getting married. Do you have a will?" Barbo froze, threw out a mild swear word…...

9+ mon, 3+ week ago  (616+ words) Should I tell my kids about this?" is the second most common question I get after a client signs their estate planning documents. And, of course, I must give the patented lawyer answer, It depends." Whether and what you tell…...