Prachi Mehta Prachi Mehta

Celebrity Estate Planning: Lessons Learned (and One Not To Copy)

The lives of the rich and famous are often shrouded in mystery, but their legal woes can offer surprising insights for us mere mortals. When it comes to estate planning, even celebrities can stumble - though their mistakes come with much larger price tags. Let's take a peek at three celebrity estate planning stories, two cautionary tales and one shining example, to glean valuable lessons for our own legacies.

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Prachi Mehta Prachi Mehta

Digital Assets and Estate Planning: Adapting to the Evolving Landscape 

In the world of estate planning, ensuring that all your assets are comprehensively included in your revocable living trust is paramount. Traditional trust documents typically cover tangible assets like bank accounts, retirement funds, and real estate. However, there's a growing need to consider the inclusion of digital assets, particularly cryptocurrencies, which are often overlooked in standard estate planning.

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Prachi Mehta Prachi Mehta

Celebrating Legacy: Why Estate Planning Matters This Holiday Season 🌟

The holiday season is all about togetherness, reminiscing about the past, and looking forward to the future. While it's not the cheeriest topic during festive dinners, it's worth pondering what legacy you aim to leave behind. 🍂 What dreams do you harbor for the next generation? Maybe there's a special something you want to entrust to a close friend or colleague?

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Prachi Mehta Prachi Mehta

Decoding Trusts: Navigating Their Varieties and Advantages

Ever mulled over a will? Then you've probably heard of trusts. They're like the dynamic duo of estate planning – Batman and Robin, if you will. But trusts are a diverse lot, and not every type ties back to a will. Some trusts even come into play while the beneficiary is still kicking.

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Prachi Mehta Prachi Mehta

How To Know When To Update Your Estate Plan

Hey there, ghouls and goblins. By now, pumpkins are likely lighting up your front porch, and candy has probably become a major food group! While you are busy perfecting your vampire makeup and planning the perfect costume, I thought I would take this opportunity to answer the scariest question I received this month.

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Prachi Mehta Prachi Mehta

Celebrating National Estate Planning Awareness Month 2023

October holds special significance in our world - National Estate Planning Awareness Month. That's right, October isn't just about Halloween and candy corn. It's about securing a legacy, protecting assets, and ensuring a smooth transition for your loved ones.

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Prachi Mehta Prachi Mehta

Beyond Digital: The Importance of Physically Signing Your Estate Documents

In the digital age, with countless tasks being carried out online, from business deals to personal shopping, it might come as a surprise to many that some traditional protocols still hold significant importance. One of these longstanding customs is the in-person signing of your will or trust. Here’s why it matters.

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