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Steps to Take When a Loved One Dies

When a member of your family dies, you could be left to pick up the financial pieces. Finding all the information you need can be challenging.

Posted on: May 26, 2020

When Should You Have ‘The Talk’ with Your Kids?

An immature or troubled child could try to misuse your money or goad you into handing over assets you might need later. Complicated family dynamics, or just your desire for privacy, may make you hesitant to open up.

Posted on: May 25, 2020

When Should I Update My Estate Plan?

Has it been awhile since you reviewed your estate planning strategy? If so, it may require some updating, based on recent changes to laws impacting your tax and retirement planning.

Posted on: May 20, 2020

What Is a ‘Survivorship’ Period?

Survivorship periods don’t usually surpass 60 days. If this period surpasses 120 days, it could put the tax-free estate transfer of assets to a surviving spouse at risk.

Posted on: May 19, 2020

How to Keep the Family Vacation Home in the Family

Is it time you made a decision on the future of the wonderful getaway that everybody loves but only you maintain?

Posted on: May 18, 2020

Digital Assets Need to Be Protected In Estate Plans

The proliferation of digital footprints in our online communities raise demand for consumer tools and options for dealing with digital assets upon incapacity and death.

Posted on: May 14, 2020

Have You Prepared End-Of-Life Decisions?

Unless you are a spring breaker partying it up, you have probably given your own mortality a once-over or two during these long COVID-19 days.

Posted on: May 12, 2020

What are Some Good Estate Planning Ideas in the Pandemic?

The reality of COVID-19 has forced many individuals to address the ‘what if’ scenarios that were previously unthinkable, or at least the situations that no one ever wants to talk about or deal with.

Posted on: May 7, 2020

What Should I Know about Guardianship?

One of the key functions of the family law system is to ensure that children are looked after appropriately. This is the basis for the doctrine of legal guardianship.

Posted on: May 5, 2020

Distributing Inherited Assets in Many Accounts

I am my late brother’s sole beneficiary on various investments held at different investment companies. I would like to divide the assets equally among three relatives.

Posted on: May 4, 2020