Safeguarding Digital Assets in Estate Planning
Cryptocurrency has become a new wrinkle in the development of an estate plan.
April 12, 2023
Include your Memorabilia in your Estate Planning
Memorabilia collections, by their nature, are specialized and unique. When considering your estate planning, it’s important to think about what you require of your beneficiaries — if you’re not planning on selling your collection — and how you can make that process as easy as possible for your family. What will your spouse or children have to deal with as they dispose of the items?
March 20, 2023
Consider Annuities in your Estate Planning
An annuity beneficiary is a person or entity that receives the benefit of an annuity after the death of the annuity owner. Who you choose to be the beneficiary of your annuity depends on several factors, including the type of annuity you own and your financial goals for it.
March 2, 2023
There is Value in a Life Insurance Trust
Created to own and control a life insurance policy or policies while the insured is alive, Irrevocable Life Insurance Trusts (ILITs) are tools that are sometimes recommended by estate and planners.
February 27, 2023
You Need a Digital Estate Plan
For most people, pretty much everything they owned could be held, sorted and doled out by their estate lawyer. Today, that’s far less true.
February 21, 2023
The Estate of The Union Season 2|Episode 6 is out now!
The Estate of The Union Season 2|Episode 6 is out now! In the latest episode of Estate of the Union, Brad Wiewel is joined by
February 15, 2023
Benefits of Creating a Life Estate
Once you create a life estate, property rights vest in your heir.
February 14, 2023
Avoid leaving Co-op Ownership to Heirs
In most cases, a co-op board has enormous latitude to approve or deny the transfer of a unit’s shares and proprietary lease.
January 25, 2023
Which Bills are Paid by Estate and which by Beneficiaries?
If you’re set to inherit, you may be wondering what estate expenses are paid by the beneficiary. The answer can depend on what assets are passed on to you when a family member or loved one passes away.
January 24, 2023
Prevent some Common Beneficiary Errors
Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.
January 19, 2023