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
Asset Protection
What’s Involved with Being a Trustee?
Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.
August 4, 2022
Asset Protection
What Does a Blended Family Need to Know about Finances?
When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.
August 2, 2022
Estate Planning
How Do I Maximize My IRA?
Use these suggestions to boost the balance in your retirement nest egg.
July 26, 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
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
Asset Protection
What Is Justin Timberlake Doing with His Estate Planning?
Justin Timberlake is cashing his chips in at the window.
July 12, 2022
Asset Protection
Do I Need an Estate Plan If I’m 25?
As soon as you are an adult, you should have an estate plan in place.
July 11, 2022