An Estate Plan Should Not Be a Set-it-and-Forget-it Endeavor
As we all know, life happens. There is really nothing we can do about it. However, some of the most common life events can have a dramatic effect on your …
Pour Over Will – Not Your Average Will
Wills and trusts are the two basic legal instruments that people use to pass accounts and property on to their loved ones at death. Although a revocable living trust is …
Yours, Mine and Ours: How Including a Pour-Over Trust can Simplify Your Planning
A number of married couples think about their accounts and property as “yours, mine, and ours,” especially if either or both spouses have gotten or will be getting remarried, married …
Qualified Personal Residence Trust: What is it and When Should Consider One?
Americans have enjoyed historically high estate tax exemption rates for most of the last twenty years. Such high exemption amounts have kept many of them from needing to seek out …
Using a Deferred Compensation Agreement in Your Business
The war for talent is heating up. A record number of workers have quit their jobs this year, creating a massive problem for employers. While higher pay can help get …
Common Considerations for Using a Libility Waiver in Your Business
Exposure to lawsuits involving injury and loss claims is among the biggest risks that businesses face. Although liability waivers are most commonly used by businesses that offer inherently dangerous activities, …
Should You Consider a Life Estate for Your Home?
A home is often one of the most valuable items of property that someone will ever own. When it comes to ensuring that your home passes to the individual or …
What You Need to Know About Naming a Coinbase Beneficiary
With cryptocurrency brokerages like Coinbase boasting 98 million verified users, it would be helpful for investors to have the option to name Coinbase beneficiaries right on the platform. That way, …
A Helpful Tool for Navigating Online Accounts and Digital Property
If you think you don’t need to concern yourself with digital asset estate planning, think again. It’s nearly impossible to find anyone today who doesn’t have some sort of digital …