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
Using HEMS language in a Trust
The ‘HEMS’ (health, education, maintenance, support) standard in estate planning is used to guide trustees in how/when they should release funds to a beneficiary.
February 8, 2022
What are the Advantages of Modern Directed Trust?
Modern trusts can be drafted, and existing trusts can be modified, to provide flexibility allowing a family the ability to navigate an unknown future and preserve family legacies intergenerationally.
February 7, 2022
A Trust can Protect your Pet
Based on a recent survey by the American Pet Products Association, as of 2020, 70% of households in the U.S. have pets—about 90.5 million households.
February 2, 2022
Be sure Your Will is Valid
Without a valid will, a person’s estate passes to their surviving heirs under intestate succession (i.e., ‘succession without a will’).
February 1, 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
Estate Planning Documents Everyone Needs
This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.
January 18, 2022
Consider Using a Corporate Trustee
Revocable Living Trusts have become a widely used estate planning document, providing a path to managing assets, avoiding probate and gaining privacy at the settlement of an estate.
January 17, 2022
Understanding how a Life Estate works
Life estates can provide effective means to create joint ownership of property, avoid probate and transfer property after death without incurring gift taxes.
January 12, 2022
Young Adults should have a Will
Millennials are finally embracing one of the cornerstones of adulthood, by writing their wills.
January 10, 2022