Newsletter
Strike While the Rates Are Low: Low Interest Rate Planning Strategies for Passing on Your Wealth
COVID-19 has deeply impacted the economy, leaving estate planning strategies much more attractive and feasible based on the current low interest rate environment.
Read MorePreparing Your Beneficiaries to Receive Their Inheritance
Giving children a substantial amount of their inheritance prior to death can provide a valuable opportunity for parents to mentor their children in the appropriate use and management of the accounts and property.
Read MorePower of Positive Thinking through Estate Planning
Many scientific studies have established that there is a wide range of benefits flowing from positive thinking. At a time when many are focused on worst-case scenarios and gloomy predictions, you can resist the pull of negativity and embrace the beneficial results of positivity.
Read MoreHow to Prepare Your Finances and Estate Plan for a Pandemic
Creating or updating your estate plan is an important part of exercising control over your finances, and ensuring that proper plans are in place can provide substantial peace of mind and security for you and your family.
Read MoreWHAT HAPPENS TO YOUR ONLINE ACCOUNTS WHEN YOU DIE?
So much of our life is spent online. We access our bank accounts, send emails, connect with friends, store family photos, and spend hours on social media. Have you considered what happens to these online accounts when you’re gone? Who will have access to your email? Will your family be able to post on your Facebook page?
Read MoreARE YOU ORGANIZED FOR THE NEW YEAR?
The most common phrase I hear is, “I need to do estate planning. I just haven’t gotten around to it.” Whether you are creating your estate plan for the first time or your current plan needs a review, you now have a round “TUIT.” With the end of the year upon us, this is the right time to get organized for 2018.
Read MoreESTATE PLANNING ‘HOW-TO’ FOR YOUR DIGITAL ASSETS
There is no federal law regulating access to digital properties as of now: however, many states have established estate planning laws or legislation for protecting the digital assets of people when they die. In California, the law named “the Uniform Fiduciary Access to Digital Assets Act” is active since January 1st, 2017.
Read MoreESTATE PLANNING TIPS FOR YOUR PETS
Worried about who will take care of your beloved pets when you‘re not around? Make a pet estate plan to ensure a good life for your pets as you would do for your own children.
Read More5 GREAT TRAITS OF AN ESTATE PLANNING ATTORNEY
An estate planning attorney must have several positive attributes. For many people, their estate is relatively simple with the majority of their assets going to family members. If you have a large estate, the complexities may make it more difficult to plan effectively on your own.
Read MoreESTATE PLANNING FOR SINGLES: ISSUES AND ESSENTIALS
These days nearly half of all Americans are single. If you are single and must deal with estate planning, it’s important to meet with a professional and consider the following points.
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