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Is a Trust a Good Idea?

July 8, 2022
What will happen to your assets when you can no longer manage them?
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Should You Consider a Reverse Mortgage? “”

July 7, 2022
Many of the negatives have been addressed with federal insurance and oversight. At the least, they’re worth considering for people who are cash poor and house rich.
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What Is Better, a Trust or a Will?

July 6, 2022
Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.
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How Do I Store Estate Planning Documents?

July 5, 2022
A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.
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Your Cryptocurrency and NFTs Need to Be Included in Your Estate Plan

July 1, 2022
Handled incorrectly, these popular assets could go poof. You need a password-sharing plan, a plan for naming beneficiaries and possibly a trust.
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Some Must-Have Documents are Always Needed

June 30, 2022
Since we’re all going to die (yes, even those of us who are still in our 20s!), we might as well make things easier for the loved ones who, along with grieving our loss, will have to deal with the financial and logistical pieces of our lives.
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How Do Estate Plans and Trusts Work?

June 29, 2022
In this article, we will address two terms which some people use interchangeably, but which are very different things: living trusts and estate plans.
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What Is a TOD Beneficiary?

June 28, 2022
A person named as a transfer on death (TOD) beneficiary for an account will receive the assets held in it when the account owner dies.
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Seniors Getting Estate Plans More Quickly after COVID

June 27, 2022
Stuck in a senior facility during the pandemic and unable to participate from far away, an elderly woman needed to sell her home but had never drafted her POA.
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How Do IRAs and 401(k)s Fit into Estate Planning?

June 24, 2022
Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.
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