Reasons to update your estate plan may not be as obvious as you think. While completing your estate plan brings peace of mind, don't forget that your estate plan should change as your life changes. As you move through the different phases of your life, your plan should move along with you. There are [...]
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 [...]
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, [...]
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 [...]
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 [...]
What happens if I die without a will? This is an important question when thinking about the goals you have for your family. Without a will or an estate plan, you already have a plan- your state's plan. Without a will, your estate will need to go through the probate process. Probate is a [...]
Administering your spouse’s estate plan after losing him or her is the last thing you want to think about. It may seem unnecessary to need to review and administer an estate plan during such a time of grief. But there may be decisions that need to be made sooner rather than later. In many cases [...]
Losing a loved one is never easy. No matter the circumstances, going through the process of grieving a loved one is one of the hardest things we go through in life. Grieving a loved one just after losing them is arguably the most difficult part. This isn’t the time when you want to be [...]
We’ve all heard stories of lottery winners who have gone bankrupt. While an impending inheritance for you may not be on the same level as winning the lottery jackpot, there are still things you should be aware of when it comes to smart ways to handle an inheritance. Your inheritance may include more than [...]
Most people think there are certain “qualifications” when it comes to who needs an estate plan, but the truth is that there are estate planning documents needed in each stage of your life. Whether you are 18 or 81, have millions in your retirement accounts or feel crushed by student debt, there are steps that [...]
