Asset Protection
What are Mistakes to Avoid with Beneficiary Designations?
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
August 22, 2022
Asset Protection
When Should I Hire an Estate Planning Attorney?
Here are four types of estate situations that could call for professional legal help.
August 19, 2022
Asset Protection
Who Should Be Your Executor?
An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
August 12, 2022
Asset Protection
What Is a Marital Trust?
If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.
August 11, 2022
Asset Protection
Addressing Vacation Home in Another State in Estate Planning
So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?
August 10, 2022
Estate Planning
The Meaning And Purpose Of An Ethical Will
Ethical wills first began to appear in the 1990s, usually in the form of a “legacy letter” written just before a person died and then bolted onto their main will as an appendix.
August 5, 2022
Estate Planning
Is a Trust a Good Idea?
What will happen to your assets when you can no longer manage them?
July 21, 2022
Asset Protection
Did Actor Ray Liotta Have an Estate Plan?
After years of toiling away in the entertainment industry, Ray Liotta was able to build up an impressive net worth.
July 20, 2022
Asset Protection
Your Cryptocurrency and NFTs Need to Be Included in Your Estate Plan
Handled incorrectly, these popular assets could go poof. You need a password-sharing plan, a plan for naming beneficiaries and possibly a trust.
July 15, 2022
Asset Protection
What Is a TOD Beneficiary?
A person named as a transfer on death (TOD) beneficiary for an account will receive the assets held in it when the account owner dies.
July 13, 2022