Where do you start with Estate Planning?
I previously wrote on 4 reasons why estate planning isn’t just for the top 1 percent, but you may be asking where to start with estate planning. Estate planning allows...
How Long Should You Keep Important Documents?
How Long Should You Keep Important Documents? In a society dominated by paperwork, the question of how long to hold on to important documents has been baffling for most people....
Estate Planning Isn’t Spooky! But not planning can be downright terrifying.
Estate Planning Isn’t Spooky! But not planning can be downright terrifying. The idea of implementing an estate plan might be one of the scariest things you have to confront as...
Does My Estate Plan Need to Include My Vacation Property?
Does My Estate Plan Need to Include My Vacation Property? Yes! If you own a vacation home, timeshare, investment property, or any other asset outside of the state where...
Do you own rental property?
Do You Own Rental Property? How Proactive, Comprehensive Estate Planning Can Help A comprehensive estate plan should address all of your assets. For most people, an estate plan must include...
Are Payable-On-Death Accounts Right For You?
Are Payable-On-Death Accounts Right For You? A good place to start is how to fix 5 common estate planning problems. But, a payable-on-death account, also called a POD account,...
After Tax Reform, Is Estate Planning Still Necessary?
After Tax Reform, Is Estate Planning Still Necessary? We previously discussed why estate planning isn’t just for the wealthy 1 percent, but the new tax legislation raises the federal estate...
4 Reasons Why Estate Planning Isn’t Just for the Top 1 Percent
There is a common misconception that estate plans are only for the ultra-rich – the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money. In reality,...
Digital Afterlife: An Estate Plan for your Facebook Account
Did you ever wonder what happens to your digital footprint when you pass away? Well you should, particularly if you are part of the 77 percent of Americans who go...
How to Fix 5 Common Estate Planning Problems
How to Fix 5 Common Estate Planning Problems Not surprisingly, most people loathe reviewing their estate plan because it can be both confusing and daunting. Others do not want...