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Articles

Do You Really Need a Financial Plan?

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You’ve heard about an estate plan and you might have even referenced an elder care plan, but do you know how your financial plan fits in with the rest of these documents and strategies? Your financial plan is somewhat distinct, although it is definitely linked to your overall estate plan. Your financial plan is a […]

Navigating Divorce? Now Is a Good Time to Talk to Your Financial Advisor and Estate Planner

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Each person in a couple needs a team to help them navigate the tricky waters of divorce. The financial breakup and dissolution of your marriage has important implications for everything from retirement to the beneficiary designation forms you filed with your life insurance company.  And there’s no doubt that you are likely overwhelmed with all […]

Estate Planning is Important Personal Finance for Young Adults

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If you are currently in your 20s or 30s, it’s easy to brush off the idea of estate planning as something that is years down the road. But if the pandemic has shown us anything, it’s that you have to be prepared for the unexpected and that certainly is true for young adults and estate […]

What to Keep in Mind If You’re Getting Divorced During the Pandemic

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Plenty of people have rethought their life choices including the partners, their homes and even their careers as a result of the pandemic. If you are one of the people who is thinking about getting a divorce, you are not alone since this prolonged period of being at home could lead some people to make […]

Tracking Your Digital Assets with Your Estate Plan

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Most of the material you probably own that is an asset inside your estate plan is tracked in the form of paper. You might have kept it in a bookcase, in a filing cabinet or a safety deposit box. But what happens when more and more of your assets are digital? Increasingly, our most important […]

So You Own Cryptocurrency? You Definitely Need an Estate Plan

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Has it been 10 or 20 years since you last updated your will or know that you created a trust at some point that was revocable but aren’t exactly clear on its terms?  The emergence of bitcoin and cryptocurrency as well as plenty of digital assets that might be a part of your current estate […]

Think of Your Estate Planning as a Lifetime Gift

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Did you know that you can leave behind a lifetime gift to your loved ones by doing the necessary work for your estate planning? End of life planning is not necessarily easy but it is so important and a great way to give peace of mind to your loved ones. If you don’t create an […]

Understanding Distribution Clauses in Your Estate

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One of the most commonly misunderstood aspects of your estate planning is considering what you’ll do with your personal property. It is not recommended that you give all of your personal property to one of your beneficiaries and trust that they will be able to distribute it according to your wishes.  One of the most […]

Understanding the Power of Appointment in Trusts

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Many people who approach their estate planning attorney about putting together a trust have a goal of establishing the trust for the beneficiary’s lifetime, while also allowing for discretionary distributions to a beneficiary in the event that the beneficiary might have a reason or need to access those trust funds. Many of these trusts often […]

Study Shows That Taxes Are a Leading Reason Americans Renounce Their Citizenship

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Moving to a different state carries its own set of unique estate planning concerns but moving abroad makes them even more complicated. According to 2016 data shared by the US State Department, approximately 9 million Americans actually live in foreign countries.  The Treasury Department found that in the first quarter of 2020, over 2,900 Americans […]

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