Protecting your assets in retirement may not be the first thought as you’re getting closer to the next phase of your life. Much of our working lives is focused on saving enough to be comfortable in retirement, not necessarily what happens once we get there. But learning now how to protect your assets in [...]
Giving gifts from your estate doesn't need to be complicated. If you're feeling the generous spirit this year and are looking to spread your wealth to your loved ones, we have a guide for giving gifts from your estate. Here is a quick recap for giving gifts from your estate and an update for [...]
How to pass on your possessions may seem like the main point of estate planning, but passing on possessions has evolved. We are living in times when "stuff" isn't as coveted by the younger generations. Tastes change right along with technology and what once may have been considered as a "had to have" item, [...]
How to protect your digital assets should be top of mind as our lives move more online. Your digital assets may be a huge part of your estate and you may not even know it. Many think that tangible assets are all that needs to be in an estate plan, like your house, your [...]
Five years ago, cryptocurrency was probably not on your radar, let alone a part of your estate plan. Today, it may be an important investment in your portfolio. You could even own some nonfungible tokens (NFTs), which are powered by the same blockchain-based technology. Despite the dizzying fluctuations in the value of these assets, [...]
An estate plan often focuses on tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include planning for your digital assets. Digital assets consist of everything we own online. Because we spend more time on computers and smartphones than we ever did [...]
Losing a loved one is the hardest time in one's life and knowing what not to do when a loved one dies is so important. With the to do list that comes along with making arrangements after your partner's passing, sometimes decisions can be made hastily or even brushed to the side. Grief is [...]
Sometimes it isn't as easy as leaving everything to your kids... do you need an incentive trust? Regardless of your wealth, all of our family dynamics are different. You may have children that you want to leave everything to, but there may be one thing holding you back. Considering the maturity of your trustees [...]
Opening your own business may have been your dream, but sometimes all that comes along with running the business can be overwhelming. With all your hard work, thinking about exiting your business usually isn't in the forefront of your mind. Succession planning for business owners can seem daunting, but you've worked so hard to [...]
Estate planning is full of big decisions, and thinking "who do I name in my estate plan?" is probably the biggest one. In your estate plan you'll be naming the people whom you wish to take over your finances, assets, and administering your belongings. It can be a tough decision. Here is a breakdown [...]
