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Make Sure Your Estate Plan Protects Digital Assets

Do you have accounts, records or information that are accessed using your mobile phone, through an internet connection, or by using a keyboard or through a touch-screen or tablet?

Posted on: November 24, 2020

The Biggest Mistake in Trusts: Funding

Your real estate holdings, life insurance, bank accounts and retirement savings won’t magically flow into your trust.

Posted on: November 23, 2020

What Do I Need to Do after the Death of My Spouse?

The death of your spouse is a period of unimaginable grief. Unfortunately, there are many legal and financial obligations that will not wait.

Posted on: November 20, 2020

Do I Need to Name a Guardian for My Children in the Will?

Why naming a guardian for your child is important.

Posted on: November 19, 2020

Special Needs Plans Need Regular Reviews to Protect Loved Ones

Estate planning generally focuses primarily on lifetime protection and post-death distribution of assets. Special needs planning focuses primarily on the individual beneficiary’s lifestyle and care needs.

Posted on: November 18, 2020

Does Your Inherited House have a Mortgage?

What happens if you inherit your loved one’s home? What if they still have payments to make on their mortgage?

Posted on: November 17, 2020

What are the Responsibilities of a Trustee?

A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a ‘fiduciary duty’ to serve the grantor and not benefit personally.

Posted on: November 16, 2020

Why Is a Roth IRA a Perfect Supplement to Social Security?

Though Social Security helps millions of seniors stay afloat financially, living on those benefits alone could mean winding up cash-strapped in retirement.

Posted on: November 13, 2020

Is My Estate Plan Set with a 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.

Posted on: November 12, 2020

How Do I Know If Mom Left Me Her IRA?

My mother and father had retirement funds. My father passed and it went to my mother. My mother got remarried and she had a will when she died. My stepfather is to get what they agreed upon. She never made him the beneficiary of that retirement fund that was between my mother and father., However, when I asked to see the amount of this fund, the executor would not produce it. How can we find out the amount?

Posted on: November 11, 2020