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 11, 2015 | Asset Protection, Elder Law, Estate Planning, Estate Tax, Estates, Living Trust, Portability, Power of Attorney, Trusts, Wills |
So how do you know if your estate plan is out-of-date? If your will or trust predates these four key “freshness dates,” it may be time to visit your attorney for a review. Estate plans are not meant to be a one-time deal. If life changes – or the law changes –...
by Christine | Jun 9, 2015 | Estate Planning, Estate Tax, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Although some couples remain unmarried to protect their estates, that strategy backfires if you end up paying estate taxes. If you choose not to marry, you and your partner need to educate yourselves on your estate planning and retirement options. If you’re married,...
by Christine | Jun 8, 2015 | Asset Protection, Estate Planning, Estates, Living Trust, Tax Planning, Trusts, Wills |
Sixteen states and the District of Columbia levy an estate tax with some taking a bigger piece of your estate than others. For this reason, it is critical to understand which states are going to take more out of your beneficiaries pocket when you die. So which states...
