How can I protect my assets?
How You Can Build an Estate Plan that Includes Asset Protection Much of estate planning has to do with the way a person’s assets will be distributed upon their...
FAQs – Estate Planning
FAQs – The Estate Planning Cast of Characters Who should I pick as successor trustee? For most trusts, you are going to be the initial trustee. You will...
What do I do when my spouse dies?
What do I do when my spouse dies? When a spouse passes away, thinking about “the estate” might be the last thing on your mind. And while it’s necessary to...
Should I have an estate plan for my Bitcoin?
Bitcoin, Cryptocurrencies, and Estate Planning: What You Need to Know Cryptocurrencies have been making headlines as of late, with more and more investors wanting in on this digital currency....
What do I do when my kid goes to college?
Legal Considerations When Getting Your New College Student Ready to Go We previously discussed how to leave assets to minor children. But, if you are preparing to send your son...
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...
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...
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,...