December 31, 2019 |
Don’t Lose Track of Assets in Your Estate
You might take steps to list everything you can inside your estate, but it’s still possible to leave items out. When you’re working to help ...
Learn MoreDon’t Lose Track of Assets in Your Estate
You might take steps to list everything you can inside your estate, but it’s still possible to leave items out. When you’re working to help administer someone else’s estate or thinking ahead about your own, it could be the case that not every asset is accounted for in a trust or a will.
Some assets won’t ever fit inside those estate plan vehicles anyways. These include life insurance plans, individual retirement accounts, and 401(k) plans. It’s all too easy to forget something like a former spouse still being listed as the beneficiary on a life insurance policy.
In the U.S., we’re seemingly adding new assets to our estate all the time, especially when it comes to digital materials. You’ve got photos, online accounts, and plenty of passwords stored up in your computer. But have you thought about who will have access to those if you pass away?
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Blogs for December 2019
December 30, 2019 |
Got 2020 Financial Goals? Don’t Skip These
The end of the year is the perfect time for reflection. If this year didn’t add up to all you’d hoped it would be and ...
Learn MoreDecember 23, 2019 |
Is Talking About Estate Planning Going to Cause a Fight in Your Family?
Getting together for the holidays or to celebrate the new year gives you a great opportunity to reconnect with your loved ones. But if one ...
Learn MoreDecember 18, 2019 |
How Do I Break the News to My Kids That I’m Not Planning to Pass On Assets to Them?
Deciding to disinherit someone in your family is fraught with emotional considerations and concerns. Wondering whether or not you should inform the family member about ...
Learn MoreDecember 17, 2019 |
The Difference Between Trusts and Wills
Do you know how to decide whether or not you need a trust, a will, or both? Most people partner with an experienced estate planning ...
Learn MoreDecember 16, 2019 |
Are You in The 66% Of Americans Who Don’t Have This Estate Planning Document?
Far too many Americans overlook the potential benefits of estate planning because they believe it’s too difficult, not necessary for their specific situation or too ...
Learn MoreDecember 11, 2019 |
Key Players in an Established Family Trust
Have you thought about using various estate planning strategies, such as a trust, to establish some level of control and clarity during your estate planning ...
Learn MoreDecember 10, 2019 |
What’s Your Big Purpose for Succession Planning?
If you own a company, you can’t afford to think just about the day to day. In fact, even planning ahead for your own company’s ...
Learn MoreDecember 9, 2019 |
Don’t Forget Your HIPAA Authorizations in Estate Planning
In the event that you become incapacitated, it will be important for anyone you have named as a power of attorney agent to be able ...
Learn MoreDecember 4, 2019 |
Are Your Retirement Plan Contributions Up to Par?
The end of the year will quickly be here upon us. Many people have already started their holiday planning, but you can’t afford to neglect ...
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