May 8, 2014 | Estate planning
Do You Have a Digital Fortune?
The estate planning landscape is changing, and it’s because our approach to determining assets is changing, too. According to a survey by McAfee, Americans believe ...
Learn MoreDo You Have a Digital Fortune?
The estate planning landscape is changing, and it’s because our approach to determining assets is changing, too. According to a survey by McAfee, Americans believe they own an average of about $54,000 in digital assets. Curious about a digital asset? What about your big ITunes collection? Downloaded resources and books on your Kindle? What about Paypal? Bitcoins? Or even more sentimental accounts, like a genealogy archive that’s helped you to identify relatives?
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Blogs for Wills
April 15, 2014 | Beneficiaries
Showdown: Wills vs Trusts
Depending on who you talk to, your estate planning specialist might recommend wills over trusts or trusts over wills. Let’s walk through some of the ...
Learn MoreApril 9, 2014 | Beneficiaries
Risky Do-It-Yourself: Wills
Software or online programs to help you plan your estate are popping up everywhere, but that doesn’t mean they are the best choice for your ...
Learn MoreMarch 20, 2014 |
How To Handle Leaving Unequal Amounts To Your Children
Many parents divide their assets equally among their children. That’s the easy way. But what if you want to give more to one child than ...
Learn MoreJanuary 30, 2014 |
3 Steps for Baby Boomers Without a Plan
While every mentally competent individual over the age of 18 should have an estate plan in place, it is especially important that Baby Boomers without ...
Learn MoreJanuary 23, 2014 |
Review Your Financial and Estate Planning Goals for 2014
A recent article quoted financial planner Michael Joyce as saying, “There’s nothing magic about reviewing goals […], but it is a good time to refocus ...
Learn MoreJanuary 15, 2014 |
The Biggest Estate Planning Mistake You Are Probably Making
An estate plan is not one document. Rather, it is a collection of various documents that deal with a wide variety of assets, and leave ...
Learn MoreJanuary 14, 2014 |
Cat & Mouse: Probate Avoidance as Asset Protection
Probate is a court-supervised process through which the provisions of a person’s will are carried out. Many people choose to avoid probate by employing various ...
Learn MoreJanuary 9, 2014 |
Estate Planning – Answers to Your Questions
Although it is important for every individual to have an estate plan, the process of estate planning is often confusing and overwhelming. A recent article ...
Learn MoreJanuary 2, 2014 |
For the Newbies: Four Estate Planning Tips For Beginners
Estate planning is often a difficult topic to approach. Not only is it difficult for many people to discuss the reality of their own mortality, ...
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