There's a lot going on, and people are inundated with stressors. I'm the kind of person who finds it most productive to focus on the things I have within my control. Most of us can't solve the world's problems, but we can solve some of our own.
How Do I Know When to Review My Estate Plan?
Estate Planning and Your Home
A Minor Debacle: Why NOT to Name Your Kids as Beneficiaries
Most of the time when people set their beneficiaries on things like 401(k)s, IRAs, life insurance policies, and brokerage accounts they name their spouse as “primary” (assuming they have one), and their kids as “contingent.” We’ve been told this eases the burden on our family, so they can avoid probate when we pass - a noble goal! Unfortunately, if your children are under eighteen, this well-intentioned plan can lead to unintended complexities – even if you have a will.
Estate Plans and the Hands Behind Them: Why Humanity Matters in Drafting Your Will.
Trusts, Probate, and Other Words You’ve Heard But Probably Don’t Understand
Does the Election Impact My Estate Plan?
Good planning situates people so that they are poised to react strategically no matter the path forward. So, depending on the value of your estate and the type of assets you own, there may be tactics that can be utilized now to properly position yourself to made the right changes (if necessary) between election day and the 1st of the new year.
Wills in the Time of Covid-19
Our lives have been affected in countless ways, different for each of us, more difficult for some than others, but undeniably impactful to all. Still, it’s important to make sure that we don’t allow important housekeeping matters to slip through the cracks while adapting to the current circumstances.
