Do I Need a Beneficiary for my Checking Account?
Checking accounts don't necessarily require account holders to name a beneficiary.
Should I Use a Trust to Protect My Children’s Inheritance?
We have approximately $1.5 million in cash and investments, mostly in Certificates of Deposit (CDs). Our mortgage is paid and we have no debt. We have three adult children. Should we put out assets into a trust to better protect them for the future?
Sharing Passwords for Digital Assets
Safe and shareable password storage is vital in today’s computerized world. The old solution–writing down passwords on paper set next to your keyboard–is not safe, not adequate and not shareable.
Don’t Ask Heirs to Guess What You Wanted—Have an Estate Plan
Passing away without an estate plan is a huge mistake that can tie up your estate for years in probate.
Do Name Changes Need to Be Made in Estate Planning Documents?
The fact is people’s names often change. People get married and divorced or sometimes just legally change their names.
Estate Planning Steps to Take as a Parent’s Condition Takes a Turn
My father only designated my mom as an agent on power of attorney forms, and they have not been updated in many years. Where do you think we should go from here?
Why Should I Pair my Business Succession and Estate Planning?
Thinking of exit and estate planning in tandem, allows owners to ask relevant questions to bring their entire picture into focus.
An Estate Plan Will Determine How You are Remembered
Various studies show that most adults have not prepared a legal will. However, the point I’m really trying to make is that everyone has a will in a way—just not one that they have executed.
What to Do If You Are Appointed Guardian of an Older Adult
Being appointed guardian of a loved one is a serious responsibility. As guardian, you are in charge of your loved one's well-being and you have a duty to act in his or her best interest. If an adult becomes mentally…
Like Going to the Dentist, Get Your Estate Plan Ready
However, if you get no further than scribbling notes or thinking about which lawyer to hire, you risk dying “intestate”—without a will that could guide your loved ones, head off family feuds and potentially save your family thousands of dollars.