From Game Shows to Estate Plans: Insights from Regis Philbin
By Canarick & Canarick |
Regis Philbin, the Guinness World Record holder for the most hours on US television, was a familiar face in millions ...
Read More Estate Planning Update: What the One Big Beautiful Bill Means for You and Your Family
By Canarick & Canarick |
Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) has made a sweeping change to ...
Read More Minimalism May Be Great for Your Stuff and Finances but Not for Your Estate Plan
By Canarick & Canarick |
In a modern world marked by information overload, overflowing inboxes, nonstop notifications, and the constant pressure to accumulate more stuff, ...
Read More Is an Income-Tax Time Bomb Lurking in Your Estate Plan?
By Canarick & Canarick |
As the federal estate tax exemption has ballooned from $5 million in 2011 to $13.99 million today, the need for ...
Read More Undoing an Irrevocable Life Insurance Trust: Options and Alternatives in a Changing Estate Tax Landscape
By Canarick & Canarick |
The irrevocable life insurance trust (ILIT) has long been a staple of estate planning. This tool is designed to hold ...
Read More Remember Your First Line of Defense: Insurance
By Canarick & Canarick |
The modern insurance market dates to seventeenth-century London, where merchants reeling from the Great Fire of London started pooling funds ...
Read More Could a Domestic Asset Protection Trust Be the Right Trust for You?
By Canarick & Canarick |
There are more ways to create wealth today than ever before. Whether you are working a traditional nine-to-five job and ...
Read More Are You Saving Enough for Retirement?
By Canarick & Canarick |
Retirement is supposed to be a carefree period of enjoyment and fulfillment. However, retirement has become a daunting prospect for ...
Read More The Pros and Cons of Joint Ownership
By Canarick & Canarick |
If you are recently married or have been married for a while and have acquired additional money or property (or ...
Read More Your Post-Honeymoon Legal Checklist
By Canarick & Canarick |
Your wedding day was absolutely perfect. You and your spouse went on your honeymoon and had the time of your ...
Read More Estate Planning for the Newly Married
By Canarick & Canarick |
Now is the perfect time to start working on an estate plan. As newlyweds, you are likely in the process ...
Read More Choosing the Ideal Trust for Your Wishes
By Canarick & Canarick |
The term estate may bring to mind mansions, vast fortunes, and a level of wealth that many people do not ...
Read More Beneficiary and Transfer-on-Death Designations: Are You Doing It Right?
By Canarick & Canarick |
Do you know which of your accounts have beneficiary designations, sometimes called transfer-on-death (TOD) or payable-on-death (POD) designations? Have you ...
Read More Are Outright Distributions the Perfect Fit for Your Loved Ones?
By Canarick & Canarick |
Although Americans are living longer and spending more time—and money—in retirement, many parents intend to leave an inheritance to their ...
Read More Do You Know What You Own?
By Canarick & Canarick |
Americans’ median household net worth (meaning half the households have more and half the households have less) is around $193,000, ...
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