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The Life and Legacy of Jimmy Buffett

Posted by Gregory Robinson | Nov 14, 2023 | 0 Comments

Jimmy Buffett died on September 1, 2023, at age 76 after a diagnosis of Merkel cell carcinoma (skin cancer) four years earlier. He was a renowned singer-songwriter, film producer, businessman, novelist, and philanthropist. Buffett released his first album, Down to Earth, in 1970. By 2023, his ne...

Why you need a will and a trust

Posted by Gregory Robinson | Oct 16, 2023 | 0 Comments

A will is a legal document that expresses your wishes for how you want your property distributed after you die. It also allows you to name a personal representative (also called an executor) who will manage your estate and a guardian who will care for your minor children if you have any. A tru...

How Far in Advance Can I Begin My Estate Planning?

Posted by Gregory Robinson | Oct 11, 2023 | 0 Comments

You can create your estate plan at any time, but many people choose to begin the process sooner rather than later. Why? Because you never know when life-changing medical or financial emergencies can strike that will require someone else to manage your affairs during your lifetime. When Should Yo...

Collecting Debts on Behalf of Your Deceased Loved One

Posted by Gregory Robinson | Sep 18, 2023 | 0 Comments

People often engage in transactions that result in money being owed to them, such as loaning money to a friend or business partner or renting a house to a tenant. But what happens if someone passes away before they receive the money owed to them? Can someone else collect these debts? If your love...

Limited Impact of Estrangement on Estate Planning

Posted by Gregory Robinson | Sep 12, 2023 | 0 Comments

Unfortunately, rifts sometimes arise between family members that are much more serious than just temporary squabbles. The result may be estrangement, defined as “the state of being alienated or separated in feeling or affection; a state of hostility or unfriendliness” or “the state of being separ...

Four Things Your Spouse Should Know Before You Die

Posted by Gregory Robinson | Sep 09, 2023 | 0 Comments

It is normal for married couples to share almost every aspect of their lives with each other. But when it comes to death, even the closest couples might become tight-lipped about certain topics. According to one study, half of all couples fail to discuss their dying wishes.[1] Death is final f...

You Can Benefit from Giving Gifts

Posted by Gregory Robinson | Aug 28, 2023 | 0 Comments

A benefit of working hard is sharing the fruits of your labor with your loved ones. However, gift or estate tax consequences may impact high net worth clients when they share their wealth. By crafting a comprehensive estate plan, we can address these concerns and protect high net worth clients an...

Why You Want to Avoid Intestacy

Posted by Gregory Robinson | Aug 19, 2023 | 0 Comments

About two out of three Americans will die without a will. This is known as dying intestate. While the reasons for not having a will vary, the end result is the same for everyone: they do not get to choose who receives their property when they die. Instead, their money and property are distribu...

What Is a Devise in My Estate Plan?

Posted by Gregory Robinson | Jul 15, 2023 | 0 Comments

If you are thinking about creating an estate plan, you may hear some new and confusing terms that make your brain hurt. To add to your bewilderment, not only are some of the words unfamiliar, they may also be homophones—words that are pronounced the same as other words, but have different meaning...

Home Security Systems and Estate Planning

Posted by Gregory Robinson | Jul 13, 2023 | 0 Comments

Estate planning helps bring peace of mind and a sense of security, both in our lifetime and beyond. While we cannot predict our fate, we can at least dictate how our money and property will be distributed and ensure that we provide for our loved ones. Physical security is a big part of feeling...

What Not to Include in Your Estate Planning Documents

Posted by Gregory Robinson | Jul 11, 2023 | 0 Comments

One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved ones when you pass away. For this transfer to be as stress-free and efficient as possible, it is crucial that estate planning documents be thorough and provide t...

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