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
Some Best Practices for a Trustee to follow
Being a trustee is difficult. However, adopting the following four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.
March 9, 2023
Consider placing your Home in a Property Trust
If you have a residence you would like to pass onto loved ones after your death, and you’re worried about your home going into probate, you may want to put your home in a property trust.
March 7, 2023
Steps Seniors should take before Remarrying
As the calendar turned to 2023, many of us took a moment to think about resolutions. I want to lose 10 pounds. I want to read things that aren’t just about work. I want to learn how to play pickleball. Or maybe this year I’ll give a relationship another shot. Maybe I’ll even remarry.
March 6, 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