Estate Planning
Why You Need a Digital Asset Estate Plan?
…Ajemian’s account became the source of a nearly decade long legal battle that raised a salient question: Who can access your digital accounts after your death?
August 8, 2022
Estate Planning
When Should I Hire an Estate Planning Attorney?
Here are four types of estate situations that could call for professional legal help.
August 3, 2022
Estate Planning
Can You Leave an IRA to a Beneficiary?
Maximize the impact of your legacy and make sure it supports the people and causes that are most important to you.
August 1, 2022
Estate Planning
What are Big Mistakes to Avoid in Estate Planning?
Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.
July 28, 2022
Estate Planning
Do I Need a Spendthrift Trust?
A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.
July 27, 2022
Estate Planning
Who Should Be Your Executor?
An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
July 25, 2022
Estate Planning
The Future of Your IRA and How the SECURE Act Changed the Rules
The Setting Every Community Up for Retirement Enhancement (Secure) Act upended inherited IRAs for most non-spousal beneficiaries. The 10-year rule for withdrawing from inherited IRAs eliminated the ability to stretch inherited IRAs for these beneficiaries.
July 22, 2022
Estate Planning
What Happens If My Partner Dies and We’re Not Married?
All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
July 20, 2022
Estate Planning
What Is the Best Asset Protection?
Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
July 19, 2022
Estate Planning
What Is Power of Attorney and Is It Important?
Of all of the essential estate planning documents, the durable general power of attorney is usually the document that is needed first.
July 18, 2022
