May 15, 2020 •
Estate Planning Until now, you may have viewed writing a will as something you’d get around to doing someday. However, because of the vicious coronavirus, it’s time to treat writing a will as something every bit as important as washing your hands and using hand sanitizer, considering the potential consequences of not doing those things.
Read MoreMay 14, 2020 •
Estate Planning The proliferation of digital footprints in our online communities raise demand for consumer tools and options for dealing with digital assets upon incapacity and death.
Read MoreMay 13, 2020 •
Estate Planning The value of long-term care insurance (LTCI) is an ongoing conundrum. There's no doubt we're living longer. According to LongTermCare.gov, a site provided by the U.S. Department of Health and Human Services, at least 70 percent of people 65 and older will need long-term care services and support at some time in their lives.
Read MoreMay 12, 2020 •
Estate Planning One of the most fundamental choices you can make as you’re thinking about how to pass your assets on to heirs, is whether you hold assets in a revocable trust or more simply give them via a will. Both approaches have advantages, although trusts can provide significantly more benefits.
Read MoreMay 11, 2020 •
Estate Planning A more present sense of one's own mortality may drive those who have not made plans before to begin the process of creating an estate plan. For those who have existing plans, are they up to date? How does the changing economic environment affect prior decisions?
Read MoreWhen is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.
Read MoreI am my late brother’s sole beneficiary on various investments held at different investment companies. I would like to divide the assets equally among three relatives.
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