February 10, 2021 •
Estate Planning ![]()
It’s possible to make changes to your will after it’s written, including removing or adding an executor, if necessary.
Read MoreFebruary 9, 2021 •
Estate Planning ![]()
Gray divorce issues include weaving through the complications of splitting pensions, 401(k)s and more before the process is complete.
Read MoreFebruary 8, 2021 •
Estate Planning ![]()
When making a will and testament, it’s important to follow the rules in your state to ensure the will is valid. One of those rules centers on the requirements for witnesses.
Read MoreFebruary 5, 2021 •
Estate Planning ![]()
What happens to all your digital accounts, services and property after you die? The official name for all these is a Digital Estate Plan. With the lines increasingly blurred between our on-and off-line lives, it's more important than ever to have a plan for your digital holdings.
Read MoreFebruary 4, 2021 •
Estate Planning ![]()
Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be tasked with carrying out a loved one’s final wishes.
Read MoreFebruary 3, 2021 •
Estate Planning ![]()
Given the expectation the Biden administration will roll back some of Trump’s favorable policies of the past four years, tax consultants and accountants are already hard at work. But for HNW women, dealing with election fallout is minor, compared to the bigger fish they have been frying in the tax pan for decades.
Read MoreFebruary 1, 2021 •
Estate Planning ![]()
Can an owner of a timeshare will the timeshare back to the timeshare corporation and does the corporation have to accept it?
Read MoreJanuary 29, 2021 •
Estate Planning ![]()
Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
Read MoreJanuary 28, 2021 •
Estate Planning 
A letter of last instruction is a document that outlines funeral planning processes and arrangements. A letter of last instruction should not be confused with a will or testament, which is a legal document that expresses an individual’s wishes on how and to whom their estate should be transferred after their death.
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