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What Basic Estate Planning Documents Do I Need?

At this stage of your life, preparing these must-have documents is one of the most profound acts of love that you can bestow. This paperwork can shield your family from needless heartache, hassle and expense.

Posted on: August 28, 2020

How Can I Avoid Family Fighting in My Estate Planning?

One problem that frequently stems from the inheritance process is fractured relationships between siblings. Unfortunately, the common denominator in many of these situations is the parents' estate plan.

Posted on: August 27, 2020

Estate Planning Different for Business Owners and Top-Level Executives

Having an estate plan can ensure that fiduciaries are identified to oversee and distribute your assets in the way you would have wanted. As a business owner, your ownership assets in your estate may require a more sophisticated level of planning.

Posted on: August 26, 2020

How Do I Incorporate Cryptocurrency into My Estate Planning?

Bitcoin has gone in value from less than one cent in 2010 to a high of $20,000 in 2017, to a value at the end of July 2020 of nearly $11,000. Now the U.S. Congress is holding hearings on the digitization of the dollar, so cryptocurrency has become an increasingly important financial tool for individuals and businesses.

Posted on: August 25, 2020

Do I Qualify as an Eligible Designated Beneficiary under the SECURE Act?

What Is an Eligible Designated Beneficiary?

Posted on: August 24, 2020

Why Everyone Needs an Estate Plan

If you think of estate planning as something only ultra-wealthy people need to do, you're not alone. That's a common misconception.

Posted on: August 20, 2020

What Does My Estate Plan Look Like after Divorce?

Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.

Posted on: August 19, 2020

How Can I Protect Assets from Creditors?

Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.

Posted on: August 17, 2020

That Last Step: Trust Funding

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.

Posted on: August 14, 2020

Are People Avoiding Estate Planning in the Pandemic?

We found that Covid-19 had a significant impact on Americans' sense of personal readiness, with 65% saying that coronavirus made them realize the importance of sharing important information with family. Around the same amount of people (64%) noted that planning for the future was more important than ever and half (50%) said the pandemic made them realize how unprepared they were for a serious emergency.

Posted on: August 13, 2020