by Christine | Jun 17, 2015 | Asset Protection, Digital Assets, Digital Estate Planning, Estate Planning, Estates, Trusts, Wills |
Roos said it’s important that people plan ahead and put “someone in charge of these digital assets and giving the family the opportunity to take over accounts if something were to happen, so they can control the information so it doesn’t get into the wrong hands.”...
by Christine | Jun 16, 2015 | Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, Trusts, Wills |
In the book The Charles Schwab Guide to Finances After 50, author Carrie Schwab-Pomerantz poses the following scenario: “I’m confused about how to divide my estate between my children, who have different needs and financial resources. Is it best to divide it into...
by Christine | Jun 15, 2015 | Asset Protection, Estate Planning, Estates, Living Trust, Probate, Tax Planning, Trusts, Wills |
Financial planner Joe Pitzl, 34, says Millennials like himself have a different way of absorbing information than their parents and grandparents, and as a result planners in that age group take a more collaborative approach. As reported in a recent USA Today article,...
by Christine | Jun 14, 2015 | Uncategorized |
Once you're divorced you should immediately create a new estate plan — a will or revocable living trust, a healthcare power of attorney, and an advanced health care directive. Read on for more estate planning must-do’s regarding divorce. A...
by Christine | Jun 12, 2015 | Estate Planning, Heirs, Interstate Estate, Wills |
Thus far, many people have attempted to establish a link – none have been successful. If no one claims the inheritance in 30 years, the money goes to the British crown. No will or other estate planning documents could be found for Kathleen Hilda Ryan, who passed away...
