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Estate Planning

Planning for Bitcoin and Crypto Assets

Planning for Bitcoin and Crypto Assets

Cryptocurrencies like Bitcoin and Ethereum (“crypto” for short) have seen a meteoric rise in popularity and value in the last few years. Bitcoin, for example, soared from around $8,000 in January 2020 to over $60,000 in March 2021. Currently, it is hovering just under...

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Can You Plan for an Unexpected Tragedy?

Can You Plan for an Unexpected Tragedy?

If you live in South Florida, you have no doubt heard about the tragic collapse of the Champlain Towers condominiums on June 24 that claimed 98 lives. Unlike, for example, the coronavirus, which has tended to hit older populations more harshly, this tragedy struck...

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Who Will Inherit Your Digital Assets?

Who Will Inherit Your Digital Assets?

The last 15 or so years has been a sea change for how we go about our day-to-day lives. Many basic institutions have transitioned to digital-first or digital-only environments, including banks, investment platforms, and utilities companies. As more and more of life is...

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3 Dangerous Estate Planning Myths, Debunked

3 Dangerous Estate Planning Myths, Debunked

Every year individuals and families of all ages, education levels, and tax brackets make critical estate planning mistakes. These errors stem from a variety of sources, but three big ones are: Ever-changing laws and regulations, The human tendency to discount future...

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Is Your Estate Plan “Procrustean”?

Is Your Estate Plan “Procrustean”?

I want to teach you a new word today. The word is: Procrustean. In order to learn what this word means, we need to know where it came from, so let's take a trip back to Ancient Greece! In Greek mythology, there is a roguish character named Procrustes, who lived along...

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Is 2021 The Year of the Estate Plan?

Is 2021 The Year of the Estate Plan?

The COVID-19 pandemic has shone a white-hot spotlight on estate planning. Hundreds of thousands of individuals and families have faced serious challenges, and many realized—only too late—that they hadn’t properly prepared. The prospect of becoming seriously ill or...

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