March 9, 2022 •
Estate Planning 
Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
Read MoreFebruary 22, 2022 •
Estate Planning 
It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
Read MoreFebruary 21, 2022 •
Estate Planning 
The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.
Read MoreFebruary 18, 2022 •
Estate Planning 
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
Read MoreFebruary 15, 2022 •
Estate Planning 
Administration of a decedent’s estate may involve investment accounts (with stocks and bonds) held in the decedent’s name or trust.
Read MoreFebruary 11, 2022 •
Estate Planning 
Deborah Placet had no idea how to access her husband’s cryptocurrency and other digital accounts after his unexpected death at age 52.
Read MoreJanuary 26, 2022 •
Estate Planning 
If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility.
Read MoreJanuary 11, 2022 •
Estate Planning 
Most family members may not have a clue what we have floating out in cyberspace. Accessing or deleting accounts can be tricky for family members, if they don’t have your login credentials.
Read MoreDecember 15, 2021 •
Estate Planning 
However, in a world where more and more of our personal information is stored online, it's also imperative to make a digital estate plan, so your loved ones can access your digital property.
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