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The following article, written by Connie Mason Michaelis for the Topeka Capital-Journal and published on 2/20/24, may seem obvious. Why would you create a succession plan but not communicate it to key family members? Well, it happens, so whether you are creating a...

Do you consider yourself a relatively private person? Or are you the kind of individual who doesn't care who knows your business? Or maybe you're somewhere in between? If you are a private person, then this post is for you. Even if you aren't, you might still benefit...

Estate planning has evolved over the decades, and addressing how your estate plan should include your Bitcoin investments is a relatively recent development. I saw this and felt it was worth reading for Bitcoin owners. It was published in the Palm Beach Daily on...

Are you one of the many in the U.S. born to baby boomers (born between 1946 and 1964) with at least one parent still alive? That means one or both of your parents are at least sixty and as old as seventy-eight. While one hopes they stay healthy and live a long,...

We would all adore our adult children’s spouses in a perfect world. But it isn’t a perfect world, and in some cases, we worry that the hard-earned assets we pass along to our much-loved children may fall into the hands of our child’s ex-spouse like we don’t already...

Recently, a friend of a friend shared a sad story of how a large, close-knit family was torn apart at the seams by a dispute when the matriarch of the family passed away.    It could have been avoided; that is the unfortunate part.     There...

If working on your estate plan is on your "To-Do" list in 2024, I recommend you review the following article. It's a quick read and will help ensure you have the right estate plan for you and your loved ones. By the way, I found this online at Kiplinger on 2/9/24....

Like many other professions and services, the law offers a wide range of practitioners - those specializing in a particular area, those with decades of experience (versus the brand new lawyers), and those highly regarded by clients and colleagues. If you are looking...

No one wants to think about the possibility of suffering from dementia or cognitive decline, but let's face it: it is all around us. We all know those personally going through it, either themselves or a loved one. Researchers are working to find ways to slow it down,...