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There’s an entire category of commonly-overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common and, luckily, easy to correct. What are digital assets? They…
If you’re thinking about giving your children their inheritance early, you’re not alone. A recent Merrill Lynch study suggests that nearly two-thirds of people over the age of 50 would rather pass their assets to the children early than at…
When establishing a trust, you need to give serious thought to choosing your successor trustee—the person who will administer your trust once you’re no longer able to do so. This individual ideally should be: Someone you trust implicitly. Someone who…
As a new parent, you want to ensure your new baby’s future in every way. For most new parents, a will is the last thing on your mind. Many new parents struggle to figure out what steps they need to…
So you’ve done the hard work of establishing an estate plan. Now you want to make sure that the strategy you’ve selected will maximize your peace of mind and protect your legacy. Here are 5 “stress test” questions to assess…
When you’re in your 20’s and 30’s and in good health, it’s easy to feel invincible and believes that nothing will ever happen to you. So it’s easy to justify deferring estate planning. Why worry about a long-term financial strategy…
You’ve worked hard and have begun to acquire wealth. You’ve even have a will to make sure that your assets go to your family. You think you’re all set. Unfortunately, a common misunderstanding is that your will encompasses and controls…