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Articles

How to Get Your Will Done Quickly

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The pandemic has opened many people’s eyes to how unexpected health circumstances can change the scope of the foreseeable future for you and your family members. If you’ve been putting off creating a will, here are a couple of tips to finally get that important document done. First of all, think about who you are […]

What Are the Downsides of Challenging a Will?

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It might seem like an initial gut reaction to challenge a will that you don’t believe is in line with what a parent or other relative had told you prior to passing away. It is important to realize that there are circumstances in which you are legally eligible to challenge a will but this is […]

What Do You Need to Know About Estate Planning Options with Potential Biden Tax Increases?

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As we get closer to an election, it’s important to think about how your estate plan might need to be updated or changed altogether in light of who is elected. Some of the most common issues that have been popping up with Biden’s proposed tax plans have to do with accelerated capital gains and bonuses, […]

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 […]

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