When Does Someone Need a Guardian?
Seeking a guardianship for a loved one is a decision that shouldn’t be taken lightly. Here’s how the process works.
February 23, 2022
Storing Passwords in Case of Death
Deborah Placet had no idea how to access her husband’s cryptocurrency and other digital accounts after his unexpected death at age 52.
February 11, 2022
The Estate of The Union Episode 13: Collision Course – Family Law & Estate Planning
The Estate of The Union Episode 13: Collision Course – Family Law & Estate Planning is out now! There is a dangerous intersection at the
January 25, 2022
What a Will Can and Cannot Do
A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.
January 20, 2022
Avoid Password Problems in Estate Planning
Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.
January 11, 2022
Non-Grantor Trusts can be Useful
One of the most useful estate planning tools is a trust, which can be used to create a legacy of wealth and protecting assets. One question to consider when creating one, is whether a grantor or non-grantor trust is more appropriate. A non-grantor trust is any trust that is not a grantor trust.
January 4, 2022
TOD and POD Accounts are ways to avoid Probate
A TOD account allows the account holder to name a beneficiary on a non-retirement financial account to receive assets at the time of the account holder’s death, thereby (generally – i.e., when used correctly) avoiding probate.
December 28, 2021
Holidays are a good time for a Family Meeting
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
December 22, 2021
Can You Disclaim an Inheritance?
What happens if you are named an heir in an estate but you don’t want it? Does it go the person’s children if you reject the inheritance?
December 16, 2021
Cryptocurrency should be Considered in Estate Plans
If you’re merely dipping your toe in cryptocurrency, it can be hard to imagine your crypto as something worth talking to an estate attorney about. But that $100 in fun money could grow to a significant percentage of your total investments, sometimes overnight.
December 1, 2021