Posts tagged initial planning

Capturing the Stories of Aging Loved Ones: The Power of a Planning Session

May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. While no one can predict how many more years we’ll have with our elderly loved ones, there is an easy way to capture their stories, wisdom, and love for future generations. Read more …

Estate Planning, Family LawErica EndykeMay 31, 2023initial planning, initial planning interview, planning, plan, life and legacy planning, estate planning, estate planning process, retirement planning, Legacy planning, legacy, estateplan

Stephen “tWitch” Boss Dies Without a Will

Stephen “tWitch” Boss, a hip-hop dancer, choreographer, and TV producer known for his role on So You Think You Can Dance and The Ellen Show, passed away suddenly on December 13, 2022. Because Boss died without a Will or Trust, Boss’ widow and three children must navigate the court system to collect his assets. Find out why this cautionary tale is relevant to everyone, not just the rich and famous. Read More…

Estate Planning, WillsErica EndykeApril 17, 2023will, wills, estateplanning, stephenboss, stephentwitchboss, estateplan, allisonholkers, stephenlaurelboss, diewithoutawill., family conflict, family wealth planning, initial planning, planning, legacyplanning, 20westlegal