What to Do with Your Artwork
What to Do with Your Artwork I’ve recently posted information on where to start with estate planning. But, something further to consider are your prized collections, such as artwork. ...
4 Steps For Starting the End-of-Life Conversation
4 Steps For Starting the End-of-Life Conversation I recently wrote on where to start with estate planning. A part which isn’t required but often necessary that wasn’t included in...
What is involved in estate planning?
Estate Planning is the process of arranging, while you are alive, for the management and distribution of your assets after your death, among other things. We have discussed where to...
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...