How to Organize Digital Assets
You must now make sure that your loved ones have access to your digital assets should you die.
December 28, 2020
Ethical Will Should Be Part of Your Planning
My colleague’s father recently got infected with the coronavirus and had to be rushed to the hospital. The move was abrupt and hectic, and left no time for any deep conversation with his wife and family as he was being taken out to the ambulance.
December 22, 2020
Probate Is Required For A Surviving Spouse
A common misconception is that you do not have to probate a will when your spouse dies.
December 15, 2020
How Do You Handle A Large Inheritance?
Let’s start with the numbers: 10 and 1,000,000,000,000. Over this decade, $1 trillion is expected to change hands through inheritance. The majority of that will end up in the hands of baby boomers. While one study found that the average inheritance was only $50,000, there will be a lot of inheritances in the $1 million-plus range.
December 9, 2020
Estate Planning Presents Emotional Challenges
After a loved one passes, one of the biggest hurdles families face is passing wealth onto the next generation. Unfortunately, family dynamics can spur conflict and infighting among descendants.
December 8, 2020
Understanding What Legacy Planning Means
To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.
December 1, 2020
Brad Wiewel Talks About Estate Planning Tips
In today’s blog post, Brad Wiewel talks with NBC affiliate KXAN’s morning show, Studio 512, about estate planning tips for 2021. He and host Rosie
November 30, 2020
November 20, 2020
Distribution of Personal Property in Your Estate
Personal property is a unique category of asset. Even in the simplest after-death distribution, personal property can become a hindrance to final distribution. There are a couple of reasons why.
November 9, 2020
Two different types of Durable Power of Attorney
When do you need your estate plan to ‘go to work’ for you? While you may think the right answer is ‘after I die,’ the actual answer is ‘if I lose the ability to manage my own affairs.’
November 4, 2020