Addressing Vacation Home in Another State in Estate Planning
July 27, 2022
So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?
What Happens to Investment Accounts when Someone Dies?
July 15, 2022
What investment powers does a personal representative in a probate or a trustee in a trust administration have to manage the decedent’s assets?
Do I Need an Estate Plan If I’m 25?
June 28, 2022
As soon as you are an adult, you should have an estate plan in place.
Your Cryptocurrency and NFTs Need to Be Included in Your Estate Plan
June 27, 2022
Handled incorrectly, these popular assets could go poof. You need a password-sharing plan, a plan for naming beneficiaries and possibly a trust.
How Did Rock Star’s Estate Planning Help Future Musicians?
June 20, 2022
Eddie Van Halen was one of the most influential musicians of all time and made sure the next generation of artists have the resources necessary to further their musical education.
What are Benefits of Putting Money into a Trust?
June 16, 2022
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
What Is the Best Way to Leave Money to Children?
June 14, 2022
Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.
What about House Contents when Someone Dies?
June 8, 2022
It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their home, or perhaps they wanted you to inherit a specific item.
Can You Inherit a House with a Mortgage?
May 17, 2022
Dealing with the loss of a loved one is never easy. When inheritances, homes, estates and mortgages are involved, tensions can run high within a family. It is easy to get lost in the paperwork and terms.
Half of Americans Making More than $100K Don’t Have a Will
May 16, 2022
Among those who do not have an estate plan, 63% said that they have considered creating one in the past and 46% said they do not know how to start.