Tackling Estate Plan Quarter by Quarter
June 3, 2021
Death, taxes and our fingers are a few things we can count on. As for the former, taxes will be owed, and death is certain.
Estate Planning For Life's Stages
How Do I Address Digital Assets in Estate Planning?
June 2, 2021
Digital assets are part of your legacy. It’s important to plan for how you want them to be managed after you’re gone.
What Does the Executor of an Estate Do?
June 1, 2021
If the deceased has a will, it usually names a close relative, friend, accountant, attorney or financial institution to act as executor of the will.
Should I Create a Trust?
May 27, 2021
Establishing a trust is a great first step in estate planning.
What Is a POD Account?
May 27, 2021
Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
Did Pop Entertainer Pink Change Estate Plan because of COVID-19?
May 26, 2021
Pink’s COVID-19 battle left her fearing for her life. During a conversation on Mark Wright’s Heart radio show, the 41-year-old singer revealed that she went so far as to rewrite her will, when she was ill last year.
What Is the Main Purpose of a Trust?
May 25, 2021
Before you decide to put your home in an irrevocable trust, it is important to have a basic understanding of what you are doing and why.
Should You Get Medical Power of Attorney?
May 24, 2021
Ensuring that your wishes on your medical care are followed is up to you. Take action now while you’re well, or you could lose a say in the matter during a crucial time later.
Should Parent Transfer House to Kid?
May 23, 2021
What are the advantages and disadvantages of a parent transferring the title of a home to a child?
What Is a Transfer on Death Deed?
May 23, 2021
Lots of people “forget” to have a will prepared.
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