Revocable Living Trust Or Irrevocable Trust: Which One Is Right For

January 24, 2023

ESTATE PLANNING,

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

ESTATE PLANNING,

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

ESTATE PLANNING,

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

ESTATE PLANNING,

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

ESTATE PLANNING,

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

ESTATE PLANNING,

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

ESTATE PLANNING,

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

ESTATE PLANNING,

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 Will A Recession Affect Your Family?

November 28, 2022

ESTATE PLANNING,

As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is the stock market, rising interest rates, dropping home values, and inflation through the roof—it’s enough to make you sick. And it can make you sick, unless you take the actions […]


What You Need to Know About Collecting Life Insurance Proceeds

November 21, 2022

ESTATE PLANNING,

If you’re looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death, it can feel as if your entire world is falling apart, so it’s helpful to understand exactly what steps you need to take to access the insurance […]