Enjoy Part 2 of yesterday’s article from Forbes:
Read More »Forbes – Have You Included Your Digital Assets In Your Estate Planning? – Part 1
This interesting piece is from Forbes, enjoy! “When you sit down and write your will, you’re likely thinking about who should get your house or the heirloom set of china that has been passed down for three generations. It doesn’t occur to most people to include their online or digital data and accounts.
Read More »The Difference between Lifetime and Death-time Planning… and Why a Comprehensive Plan Must Include Both
According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many said they’d get around to it, eventually. When they’re old. (The survey did find that the elderly are much more likely to have some plan in place.) It’s all too clear that […]
Read More »STEP – The best-laid plans…
Check out this interesting article from STEP:
Read More »Reuters – Who is family when it comes to estate planning?
This article is courtesy of Reuters: “Most families would not fail to invite their sons- and daughters-in-law to Thanksgiving dinner, but a discussion of the family inheritance is another matter.
Read More »Reuters – Estate planning for the young, rich and childless
Enjoy this article by Reuters: “For many single or childless individuals, the question of how to distribute their worldly wealth after they die is wide-open and complicated. A charity? Alma mater? Distant nieces and nephews? A cat?
Read More »Daily Mail – Bank of Mom and Dad wants to keep tabs on inheritance: Parents keen to have say on how money they leave to offspring is spent
Enjoy this article from Daily Mail: “Parents across the UK want to control how the cash they bestow is spent by their children, a new survey suggests.
Read More »Transferring Real Estate without Probate
Many people who wish to have their estate avoid the probate process hit a wall when it comes to real estate. However, there are three widely used ways that real estate can be easily transferred after you pass away that do not involve probate.
Read More »Forbes – Retirement Planning, Estate Planning And Investing: All Struggles
Enjoy this article from Forbes: “Today’s grim financial news: Americans, especially those nearing retirement, are struggling with retirement planning, estate planning and making investment decisions.
Read More »Finding Life Insurance Policies
Often people will let loved ones know that they have life insurance policies, but after the policy holder passes away the beneficiaries have difficulty finding any information about the policies. Tracking down these lost insurance policies is an important step in estate administration.
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