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When it comes to estate planning, many families operate under the assumption that silence equals harmony. Parents often create wills and trusts in private, thinking it’s best not to involve children or other beneficiaries in the details — especially if the plan involves unequal distributions or complex conditions. But this secrecy can backfire. In [...]
🌟 Dani Wows Local Accounting Clients with Estate Planning Presentation in Spanish 🌟 We’re proud to celebrate a recent milestone for our firm—and for our amazing virtual assistant, Dani! Dani, who works remotely from Colombia, delivered an outstanding presentation in Spanish on estate planning and our firm's services to the clients of a local [...]
When people think of estate planning, they often picture wills, trusts, and passing down personal assets to family. But for business owners—especially those with intellectual property, partnerships, or a growing brand—estate planning isn’t just about inheritance. It’s about protecting your life’s work. And if you think it’s only about retirement or old age, think [...]
Prince When singer Prince passed away unexpectedly in 2016, he left no trust or will, leaving his $200 million estate up for grabs Multiple heirs came forward claiming an interest in the estate, resulting in a tumultuous legal battle Outcome: It took six years and cost millions of dollars to settle the Estate, with the [...]
