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Category: Estate Planning

Estate Planning / Marital Agreements / Power of Attorney / Trust Administration

Apple Legacy Contact Information

How to add a Legacy Contact for your Apple ID A Legacy Contact is someone you choose to have access to the data in your Apple account after your death. …

International Travel
Estate Planning / Marital Agreements / Power of Attorney / Trust Administration

Your Planning Team for Your Next Adventure

When planning your next great travel adventure, you may decide that you can do it yourself. You know what you and your travel companions want to see and do, how …

Travel
Estate Planning / Power of Attorney / Retirement / Trust Administration

Important Issues to Address Before You Leave on Vacation

Getting ready to embark on your next great adventure? Before you zip up the last suitcase, here are five issues you need to address to protect yourself and your loved …

International Travel
Estate Planning / Marital Agreements / Power of Attorney / Retirement / Trust Administration

Myths and Frequently Asked Questions: Estate Planning for World Travelers

Myth #1: International travel is no different than domestic travel. False. Although all travel requires planning and can involve risk and complications, international travel requires taking extra steps and addressing …

Digital Assets Digital Legacy
Business Planning / Estate Planning / Taxes / Trust Administration

Planning Your Digital Legacy

An estate plan often focuses on tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include your digital …

CryptoCurrency NFTs Esate Plan
Estate Planning / Taxes / Trust Administration

How Cryptocurrency and NFTs Fit into Your Estate Plan

Five years ago, cryptocurrency was probably not on your radar. Today, it may be an important investment in your portfolio. You could even own some nonfungible tokens (NFTs), which are …

Avoid Probate
Estate Planning / Mourning

Myths and Frequently Asked Questions: Reasons to Avoid Probate

Myth 1: Everyone must go through the probate process. Probate is the court-supervised process during which a deceased person’s affairs are wrapped up. This includes overseeing the delivery of the …

Tips for Executors
Estate Planning / Taxes / Trust Administration

Three Tips for Overwhelmed Executors

While it is an honor to be named as a trusted decision maker, also known as an executor or personal representative, in a person’s will, it can often be a …

why Trust best option
Charitable Giving / Estate Planning / Mourning / Taxes / Trust Administration

Why a Trust is the Best Option to Avoid Probate

Ideally, when someone passes away, the paperwork and material concerns associated with the deceased’s passing are so seamlessly handled (thanks to excellent preparation) that they fade into the background, allowing …

Probate Will
Estate Planning / Taxes

Three Celebrity Probate Disasters and Tragic Lessons

One would assume that celebrities with extreme wealth would take steps to protect their estates. But think again: some of the world’s richest and most famous people enter the pearly …

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