June 23, 2022 •
Estate Planning 
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
Read MoreJune 10, 2022 •
Estate Planning 
It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their house, or perhaps they wanted you to inherit a specific item.
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Have you thought about what will happen to your Bitcoin when you die? For many of us, the thought has at least crossed our mind.
Read MoreFebruary 24, 2022 •
Estate Planning 
Estate planning is a term generally applied to the steps taken to create a roadmap for a person’s assets when they die or become incapacitated.
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 MoreDecember 7, 2021 •
Estate Planning 
The new numbers mean that wealthy taxpayers can transfer more to their heirs tax free during life—or at death. A lot more.
Read MoreNovember 26, 2021 •
Estate Planning 
While no one wants to think about his or her own death, planning for the inevitable is an important part of protecting your assets and those you love.
Read MoreOctober 13, 2021 •
Estate Planning ![]()
For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.
Read MoreSeptember 23, 2021 •
Estate Planning ![]()
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.
Read MoreFebruary 22, 2021 •
Estate Planning ![]()
If the durable power of attorney can't be transferred, what needs to be done to establish a new durable power of attorney for my aunt despite her mental incapacity?
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