by Christine | Aug 29, 2014 | Asset Protection, Estate Plan, Estate Planning, Retirement Planning, Tax Planning |
Now is the time to adopt financial habits that determine a successful retirement, even if you’re still in your 20s. (Note: Parents, here is a great article to share with your twenty-something adult children!) If you are a twenty-something, you have plenty of...
by Christine | Aug 18, 2014 | Asset Protection, Estate Plan, Estate Planning, Guardianships, Inheritance, Probate, Trusts, Wills |
Who will be your child's guardian, and who will be the guardian of your estate? Experts say it's a difficult decision many families agonize over, and there's no one-size-fits-all scenario. In the event that you pass away suddenly and unexpectedly, what...
by Christine | Aug 14, 2014 | Estate Plan, Estate Planning, Trusts |
Your estate plan is only as good as the people who implement it. When heirs aren’t competent, don’t pay attention to details, or they can decide to pursue their own interests, and disaster can ensue. The latest case involves the Walt Disney estate. "If you...
by Christine | Aug 12, 2014 | Divorce, Estate Plan |
A scenario commonly encountered within estate planning is when an individual dies while negotiating a separation agreement with their spouse, or when in the midst of divorce proceedings. While a divorce order will void specific bequests to a spouse, merely...
by Christine | Aug 5, 2014 | Digital Assets, Digital Estate Planning, Estate Plan |
No matter what steps you take or what laws are eventually passed, managing a digital estate for a loved one will always be a long, arduous, and painful process. Digital estate planning is popping up in the news more and more as people are trying to figure out how to...
by Christine | Aug 4, 2014 | Estate Plan, Probate, Wills |
If Lou Reed had used a revocable living trust, and transferred his assets into the trust during his life, then all of this information would have been kept private. No one would know how much he had, whom he left it to, or how much his executors were charging....
