Adding Children to Joint Account can have Unintended Consequences
Joint accounts may seem like an effective way to prepare if parents need help with finances as they get older, but unexpected problems could crop up.
May 2, 2023
Life Estate can be a Cost Effective Option
A life estate is a type of property ownership or tenancy that grants an individual the right to use and enjoy a property for the remainder or their life. It gives an ownership interest to someone else.
April 27, 2023
‘When’ play Major role in Retirement
People approaching retirement ponder numerous questions. However, I’ve found that many of the most important questions revolve around the word ‘when.’
April 19, 2023
Single Parents Need Estate Planning
Nobody likes thinking about what happens if they should become incapacitated or die. However, we all need to have a plan in place for just these possibilities.
April 18, 2023
Safeguarding Digital Assets in Estate Planning
Cryptocurrency has become a new wrinkle in the development of an estate plan.
April 12, 2023
Protecting Inheritances in a Blended Family
As divorce and second marriages become increasingly common, more people find themselves raising children who are not biologically their own. Estate planning for blended families should address this unique situation.
April 10, 2023
There are Burial Benefits Available to Veterans
Veterans Affairs officials want to remind vets that some department benefits extend not only for the rest of their lives, but also after they pass away.
March 28, 2023
Planning to Protect your Pet after Death
Although in the past it may not have been the norm to provide for animals in our estate planning, times have changed.
March 27, 2023
Corporate Transparency Act May Impact Estate Planning
The new federal law is called the Corporate Transparency Act (the “CTA”). The purpose of the CTA is to create a comprehensive, searchable, national database of companies.
March 21, 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