Before You Agree to Be a Trustee, Read This!
February 6, 2023
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and the role is not for everyone. Indeed, serving as a Trustee entails a broad array of duties, and you are both ethically and legally required to execute those […]
4 Common Mistakes Made On Life Insurance Beneficiary Designations
January 30, 2023
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy’s beneficiaries, several mistakes can lead to potentially dire consequences for the people you’re investing to protect and support. […]
Revocable Living Trust Or Irrevocable Trust: Which One Is Right For
January 24, 2023
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. And, if you haven’t, you are hearing it now. If you own any “probatable” assets in your name at the time of your incapacity or death, your family […]
Why Every Adult Needs A Living Will?
January 16, 2023
When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a “last will and testament,” which is also known simply as a “will.” But you may have also heard people talk about a “living will” and wonder what that is, and […]
Creditors and Your Estate Plan
January 9, 2023
What Happens To Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt when you (or they) die? Well, it depends, and that’s part of the reason you want to ensure your estate plan is well prepared. How you handle your debt can greatly […]
3 Essential Questions To Ask Before Creating Your Will Online
January 3, 2023
If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety of estate planning documents for very little money, and even for free. With so many do-it-yourself online document services out there, you might believe you can create your will online, […]
Checklist: 5 Financial Decisions to Consider Before December 31
December 27, 2022
This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it’s either too late or very costly for your family. And, if you have living parents in their 70s, make sure you cover these considerations with them this week.. 01 – Review Your Investments to […]
How To Manage Your Digital Accounts After Your Death—Part 3
December 19, 2022
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail, Facebook, Instagram, LinkedIn, Apple, or Amazon, you have a digital legacy, and that legacy is […]
How To Manage Your Digital Accounts After Your Death Part – 2
December 12, 2022
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail, Facebook, Instagram, LinkedIn, Apple, or Amazon, you have a digital legacy, and that legacy is […]
How To Manage Your Digital Accounts After Your Death – Part 1
December 5, 2022
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail, Facebook, Instagram, LinkedIn, Apple, or Amazon, you have a digital legacy, and that legacy is […]
Learn More About Anastasia
Anastasia FainbergAttorney at Law
Learn More About Matthew
MATTHEW MEULIHEAR FROM
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