Executor vs. Beneficiary Rights: Inheritance Wars What Every Beneficiary Must Know Before It’s Too Late
Understand what executors and beneficiaries need to know—your roles, rights, and responsibilities. With clear communication and the right legal guidance, settling an estate doesn’t have to be overwhelming.
Everything You Should Know About Closing a Revocable Trust After Death
Learn step-by-step how to close a revocable trust after a loved one’s passing. From asset distribution to tax filings, ensure a smooth process.
How Long Does a Trustee Really Have to Distribute Assets?
Wondering how long a trustee has to distribute assets? Learn about timelines, legal requirements, and challenges trustees face in this comprehensive guide.
HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH PT. 2
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail, Facebook, Instagram, LinkedIn, Apple, or Amazon, you have a digital legacy, and that legacy is yours to preserve or lose.
How To Manage Your Digital Accounts After Your Death – Pt. 1
Whether you want to preserve your digital footprint or erase it entirely, you need to plan ahead to ensure your wishes are properly carried out. With this in mind, here we’ll discuss how some of the most popular digital platforms handle your account once you log off for the final time. From there, we’ll cover how to include these digital assets in your estate plan to ensure they are properly accounted for, managed, and passed on in the event of your incapacity or death.
3 Critical Considerations For How To Save For Your Child’s or Grandchild’s College Education – Pt 2
529 plans and ESAs aren’t always the best fit for some families looking to save for their loved ones’ education, read on to learn how you can save for your children’s education without getting hit with exhoribtant taxes.
3 Critical Considerations In Saving For Your Child’s (or Grandchild’s) Education – Pt 1
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust. Here’s what we think you should consider as you decide
4 Essential Strategies For Protecting Your Family’s Assets
Asset protection planning isn’t something you can put off until something happens. Once you are under threat of a lawsuit, it’s likely too late to protect your assets. Like all types of planning, to be effective, you must have your asset protection strategies in place well before something happens. Read on to learn more.
Estate Planning FAQs For LGBTQ+ Couples
As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. In the wake of the Supreme Court's leaked draft opinion that would overturn Roe v. Wade and end the recognition of a constitutional right to abortion,...