How Do I Write a Will?
Dying without a will can be costly and eliminate your ability to plan or provide for loved ones.
October 22, 2021
Estate Planning and Cryptocurrency
Digital assets have been around for quite some time. However, they seem to be dominating headlines again this year. In part, you can thank high-profile figures, such as Elon Musk, for promoting cryptocurrency, or music artist Grimes for selling $6 million in NFTs.
October 22, 2021
What’s the Best Way to Create a Comprehensive Estate Plan?
When it comes to estate planning, many Americans are unprepared for what comes after death. Two out of three adults do not have a will or other estate planning documents, according to the caregiving website Caring.com.
October 19, 2021
Estate Planning for Special Needs Children
It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.
October 19, 2021
Is My Will Void If I Get Divorced?
Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure your estate planning is up to date.
October 19, 2021
What Items Should Not Be Stored in a Safe Deposit Box?
Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
October 16, 2021
Where Do You Score on Estate Planning Checklist?
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
October 13, 2021
Can You Protect Yourself or Loved Ones from Financial Elder Abuse?
Recent studies estimate that 39.6% of Americans 65 years of age or older are victims of financial abuse.
October 13, 2021
What Is the Best Thing to Do with an Inherited IRA?
Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.
October 13, 2021
Learn about Estate Planning in Your New State
When moving to a new state, you may have to sever some or all of your ties to your former state. Half measures can leave you open to tax claims by your former home state.
October 5, 2021
