Creditors are a Threat to Inherited Retirement Accounts
Do you have an individual retirement account or other type of retirement account that you plan to leave to your loved ones? If so, proceed with caution. Inherited retirement accounts …
How much money should you leave your kids in your estate plan?
There is a Nobel winning scientist who claims that happiness comes at around $100,000 a year. From an estate planning perspective, people are always asking me how much money they …
Why Singles Should Worry About Estate Planning
As a single individual, you may feel overwhelmed when you think about who will step in and make decisions for you if you cannot make decisions for yourself and who …
Limited Impact of Estrangement on Estate Planning
Unfortunately, rifts sometimes arise between family members that are much more serious than just temporary squabbles. The result may be estrangement, defined as “the state of being alienated or separated …
Cryptocurrency and Your Estate Plans
In today’s digital age, many individuals hold significant assets in the form of cryptocurrencies. While these digital currencies offer unique benefits, they also present unique challenges when it comes to …
What to Know When Inheriting a House
If you think you’re inheriting your parent’s house, it’s crucial to understand whether the property comes with a mortgage. Who will be responsible for those payments?
529 Plans: What You Should Know
There are many ways that you can begin saving for your children or grandchildren’s college expenses: 529 plans are among the most popular types of accounts used to set aside …
Swedish Death Cleaning
How much stuff is too much? Most Americans would probably admit that they own too many things. From clothes to electronics to sports equipment to collectibles, the typical US house …
A Heartfelt Testimonial from my Wonderful Client
I am incredibly grateful to receive such a heartfelt testimonial from my wonderful client, Jeanette. Jeanette, thank you for your kind words and your trust. I am honored to have …
The Legacy of Your Ashes
Did you know that a person can have some pretty cool things done with their ashes? One comic book creator had his ashes made into blue ink and used for …