Does your guardian share the same values as you?
Does your guardian share the same values as you on things like vaccines and abortion? And how does that affect your estate plan? These are important conversations to have, and …
Why You Should Consider Adding a Legacy Account in Google
If you passed away, what would happen to all of the pictures, videos, emails, and documents that are stored in your Google account? What if you wanted a trusted person …
Four Things Your Spouse Should Know Before You Die
It is normal for married couples to share almost every aspect of their lives with each other. But when it comes to death, even the closest couples might become tight-lipped …
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 …