Can I Avoid Password Problems for My Family in Estate Planning?
Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.
December 1, 2022
Blog Articles
Why Do I Need an Estate Planning Attorney?
These are among the things an estate attorney can help you with planning. That’s why it’s essential to ensure you have one by your side, if you’re leaving an inheritance behind.
November 30, 2022
Is Putting a Home in Trust a Good Estate Planning Move?
Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
November 17, 2022
Why Don’t Most American have an Estate Plan?
Just 34% of adult Americans have an estate plan and 37% of respondents said they didn’t have a plan at the ready.
November 4, 2022
Estate Planning
What Is a Living Will?
An element of advance care planning, a living will is a legal document that provides specific instructions on how to carry out your wishes to receive or decline such treatments when you otherwise can’t communicate those wishes yourself.
November 1, 2022
How Do IRAs and 401(k)s Fit into Estate Planning?
Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.
June 27, 2022
What are Penalties When Contributing to or Withdrawing From Retirement Accounts?
Building and living off a nest egg is tough. However, you can make the situation even more difficult if you run afoul of some key laws governing retirement accounts.
May 13, 2022
Should I Place My Home in a Trust?
Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.
February 1, 2022
Estate Planning
Make Your Nest Egg Last When Retiring Early
Retiring ahead of schedule may seem like a dream, but it is doable with the proper planning. Depending on when you were born, the normal retirement age is currently 66 or 67. If you’re planning to retire five, 10, or even 15 years early, one of the most important things to consider is how to make your savings last for the long haul.
October 12, 2020
Estate Planning
Do I Have to Accept an Inheritance?
No one has to accept inherited assets. Inherited assets can be disclaimed.
October 1, 2020
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