Should I Know About Advance Directives?
November 16, 2022
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Advance directives typically consist of a living will and a power of attorney for healthcare.
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Who Should I Name as a Co-Trustee?
November 14, 2022
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Unlike a last will and testament, a revocable living trust is effective during your lifetime.
Factors to Consider when Picking a Fiduciary
November 10, 2022
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One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.
What Is Upstream Planning?
November 8, 2022
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Doing some ‘upstream’ planning now will take the guesswork out of what’s coming your way.
Can Unequal Inheritances Be Fair?
November 2, 2022
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The important thing to acknowledge is that the emotions behind the reasons are not trivial, but are important and should not be dismissed or minimized.
Top 10 Success Tips for Estate Planning
November 1, 2022
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Estate planning is one of the most important steps you can take for yourself and your loved ones.
How Do I Ask My Parents About Their Estate Plan?
October 26, 2022
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Before approaching the subject of the will, you need to consider that the loved one may be guarded and resistant to talk about it.
How Do Inherited IRAs Work?
September 28, 2022
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When someone dies with money left in an Individual Retirement Account (IRA), the funds can get passed on to the person’s loved ones through an inherited IRA.
What Is a QTIP Trust?
September 26, 2022
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A qualified terminable interest property (QTIP) trust allows an individual, called the grantor, to leave assets for a surviving spouse and determine how the trust’s assets are split up after the surviving spouse dies.
What Happens to Digital Assets After Death?
September 19, 2022
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Regardless of the preferred record-keeping mode, most people have some sort of digital footprint, making it important to know who would have access to your digital assets if you became incapacitated and how those assets would be distributed in the event you pass away.
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