How Does a Trust Work?
There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.
March 1, 2023
What Is an Estate Planning Checkup?
An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place.
March 1, 2023
What Is a Digital Asset for Estate Planning?
The average American maintains between 30 and 50 online accounts at any given time. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.
February 23, 2023
Why Change the Executor of Your Will?
While you may draft a will assuming that your choice of executor won’t change, there are different reasons why making a switch may be necessary.
February 23, 2023
How to Help Create an Estate Plan
The misconception that estate plans are only for wealthy individuals often prevents people from putting a plan in place. However, having an estate plan is beneficial for anyone.
February 14, 2023
Do I Need to Name a Life Insurance Beneficiary?
What Is a Beneficiary and How Do I Name One?
February 6, 2023
What are the Big Takeaways for Social Security in 2023?
2022 has been a tough year for many seniors, but the outlook for 2023 shows some potential ‘silver linings.’
February 6, 2023
What Happens When Property Is Owned Jointly and an Owner Dies?
Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).
February 6, 2023
February 6, 2023
What’s New in SECURE 2.0 Act of 2022?
In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.
January 27, 2023
