Coins and Control

In recent newsletters, I’ve stressed the importance of regularly reviewing your estate plan to ensure you account for critical life changes (home sales, relocations, births, deaths, divorces, etc.) in your documents. Additionally, I’ve discussed the evolution of technology, the growth of digital assets in recent years, and the convenience of storing electronic estate plan files in our CEP Secure Client Vault. Now, it’s time to consider another factor in successful estate planning ... CONTINUE READING

Get Ahead of Life’s Surprises With a Rock-Solid Estate Plan

Starting your estate planning early might not sound like the most exciting thing, but it’s one of the smartest decisions you can make. Whether you’re in your 30s and just bought your first home, in your 40s raising kids, or in your 50s thinking about retirement, having a solid estate plan gives you and your loved ones a priceless gift: peace of ... CONTINUE READING

Legacy Lessons From Michael Crichton

Michael Crichton was a literary giant — the mind behind “Jurassic Park,” “The Andromeda Strain,” and “ER.” But despite his brilliance, he wasn’t immune to estate planning complications. When Crichton passed away in 2008 at 66, he left behind a complex situation that serves as a cautionary story for anyone hoping to leave a smooth ... CONTINUE READING

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