Blog Author: Wendy Harshbarger, Director of Marketing and Client Relations As January unfolds, it brings with it not only the promise of a new year but also the opportunity to celebrate the interests that make us unique. January is National Hobby Month. This month-long celebration invites us to explore, engage, and embrace the hobbies that make life more colorful and fulfilling. Engaging in a hobby is not just a pastime; it's a gateway to a multitude of benefits that positively impact both … [Read more...] about Hobbies are Part of a Balanced Life – Invest in Your Well-Being
Estate Planning Lessons from the Movies – Part II
It’s rare that a movie centers on an archaic estate planning issue, but that’s exactly what Martin Scorsese’s latest film does. While the movie received critical acclaim, it contained a surprising plot centered on real-life Estate Planning issues and the lengths to which certain individuals went to steal from the Osage Indian Tribe. This second in the series explores the real-life application of Estate Planning in the movies. Read on to learn more. … [Read more...] about Estate Planning Lessons from the Movies – Part II
Estate Planning Lessons from the Movies – Part I
It’s rare that a movie centers on an archaic estate planning issue, but that’s exactly what Martin Scorsese’s latest film does. Recently Killers of the Flower Moon was released in theaters to critical acclaim. That’s no surprise. The surprise is that the central conflict of the movie focuses on several Estate Planning issues and provides real-life lessons for all of us. Read on to learn more. … [Read more...] about Estate Planning Lessons from the Movies – Part I
Tax Planning for 2024
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2024 is just starting, it’s not too early to think about planning for whatever it may bring your way. Read on to learn more. … [Read more...] about Tax Planning for 2024
What “Sue,” the Tyrannosaurus Rex Skeleton, Teaches us about Estate Planning
Some of my favorite blog topics come from headlines. In this week’s edition, we explore the fate of fortune that resulted from the 1990 discovery of a Tyrannosaurus Rex skeleton. The family made a modest fortune from the sale of the skeleton. In a tale as old as time, now that both the parents have died, the children are fighting over the family fortune. It’s unclear whether the fight itself or the fact it could have been avoided is more unfortunate. Read on to learn more. … [Read more...] about What “Sue,” the Tyrannosaurus Rex Skeleton, Teaches us about Estate Planning
Litigation…a Necessary Evil?
Anyone creating an Estate Plan wants to ensure that the plan will work as intended and will withstand legal challenges. Sometimes though, beneficiaries need to bring a legal contest to enforce the terms of the decedent’s plan and force fiduciaries to act in accordance with their duties. This article examines a recent court case that could have ended in a failure of the decedent’s Estate Plan. Read on to learn more. … [Read more...] about Litigation…a Necessary Evil?
Favorite Holiday Recipes of the Litherland, Kennedy & Associates Team
Happy Holidays from the Team at Litherland, Kennedy & Associates. This holiday season, we are sharing some of our team's favorite holiday recipes, dishes and traditions. What are some of your favorite dishes? Attorney Justin M. Kennedy - French Silk Pie For special occasions my family used to go to Baker's Square, and this was the pie that my dad would order for a special treat if we were good. Then the restaurant near our house closed, so I took to the internet to learn how to … [Read more...] about Favorite Holiday Recipes of the Litherland, Kennedy & Associates Team
The Seedier Side of the Holiday Season
Scammers will use any leverage possible to separate you from your money. This includes preying upon a grandparent’s love and concern for their grandchildren. The so-called grandparent scams are among the most popular scams targeting the elderly and rely upon details gleaned from social media sites to make the call seem realistic. It’s important to recognize the signs of potential scams and understand how to guard against them. Read on to learn more. … [Read more...] about The Seedier Side of the Holiday Season
2024 Federal Estate and Gift Tax Update (VIDEO)
In this vlog, Litherland, Kennedy & Associates Attorney Justin M. Kennedy discusses the 2024 Federal Estate Tax and Gift Tax Exclusion. … [Read more...] about 2024 Federal Estate and Gift Tax Update (VIDEO)
National Long-Term Care Awareness Month (VIDEO)
In this Vlog, Litherland, Kennedy & Associates Geriatric Care Manager Dedra Jize discusses National Long-Term Care Awareness Month and Five (5) Activities of Daily Living that determine the level of care one may need at home or in a community. … [Read more...] about National Long-Term Care Awareness Month (VIDEO)
