What Is a POD Account?
May 26, 2021
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Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
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Can Estate Taxes Be Avoided with a Trust?
May 21, 2021
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The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.
Should Young Families have an Estate Plan?
May 7, 2021
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Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
How Does an Inherited IRA and 401(k) Work?
May 5, 2021
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So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.
How to Protect Digital Assets
May 3, 2021
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While cryptocurrency isn’t new, it’s attracted a lot of attention in the past year because of its skyrocketing value, promotion from prominent figures like billionaire Elon Musk, and bitcoin offerings from traditional financial firms like Morgan Stanley.
What Is a Living Trust Estate Plan?
April 28, 2021
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While a Last Will can help ensure that one’s wishes regarding the distribution of their estate upon death are followed, it is the living trust that allows the estate to avoid probate.
Why Do I Need Estate Planning?
April 16, 2021
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Over the years, several high-profile celebrities have died without either properly updating their estate plan or having one at all. The list includes Princess Diana, Prince, Heath Ledger, Michael Jackson and Kurt Cobain, all of whom were worth millions and among the most famous people on the planet at the time of their death.
Trusts: Not Just for the Wealthy
April 7, 2021
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When you hear the word trust fund, you might think of the uber-wealthy giving their kids a big chunk of cash on their 25th birthday. However, trust funds aren’t just for the rich.
How Do You Handle Probate?
March 8, 2021
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Although there is considerable legal information and misinformation, it is generally understood that a last will and testament is the device used to distribute property after death. However, the why, how and when are less familiar.
Is Estate Planning After a Divorce Important?
February 22, 2021
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After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.
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