Dangers of DIY Estate Planning – 5 Critical Items to Consider
by Somita Basu to Estate Planning
In the wake of COVID, many of us are getting serious about putting our affairs in order. Many people across…
Read More
Estate Planning for Physicians – 7 Steps to Plan Your Estate
by Somita Basu to Estate Planning
Medical school teaches many things, but estate planning isn’t one of them. There’s no course on what should happen to…
Read More
Don’t Let It Slip Through The Cracks: Estate Planning Priorities During COVID-19
by Somita Basu to Estate Planning
What happens if you DON’T die but your spouse does? What if you need someone to make medical decisions for…
Read More
The ABCs of Picking the Right Executor for Your Estate Plan
by Somita Basu to Estate Planning, Trusts
Congratulations, you’ve decided to finally create your estate plan. But you may be stumped about whom to name as your…
Read More
Estate Planning For Digital Assets: How To Avoid Turning Your Successor Trustee Into A Techie
by Somita Basu to Estate Planning, Trusts
Not only are we living in Madonna’s material world, we are now fully in a digital world. We buy everything…
Read More
Uh Oh, It’s Not So Magical: The Car’s Ric Okasek And The Case Of The Disinherited Spouse
by Somita Basu to Disinheritance, Estate Planning, Wills
Rock and roll legend Ric Okasek, lead singer for the band The Cars, died in September 2019 from heart disease. …
Read More
Beyond Man Buns, Mindfulness, and Existential Dread: Why Estate Planning Is Important For Millennials
by Somita Basu to Estate Planning, Trusts, Wills
Advance warning: this post is written by a non-millennial. (I’m stuck in Gen Y, or whichever letter of the alphabet…
Read MorePlease contact us to request a Free 30 minute phone consultation.
Book a Consultation
