Act Quickly to Protect an Estate
When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.
Britney Spears: “I Just Want My Life Back”
Britney Spears: “I Just Want My Life Back” Britney Spears opened up to a Los Angeles Judge on Wednesday. She told the judge that "she had been drugged compelled to work against her will and prevented from removing her birth…
A Financial Advisor’s Role in Estate Planning
A Financial Advisor’s Role in Estate Planning Katie Camann November 3, 2020 A Financial Advisor’s Role in Estate Planning. When forming an estate plan, a financial advisor plays a crucial role. As a financial advisor, you are focused on the client’s…
WHY YOUR DIGITAL ASSETS NEED A PLACE IN YOUR ESTATE PLAN!
WHY YOUR DIGITAL ASSETS NEED A PLACE IN YOUR ESTATE PLAN! By Kevin P. Sweeney, JD, CFP® Home|Good to Know|Why Your Digital Assets Need a Place in Your Estate Plan As the world goes increasingly digital, many of us…
Should I Get A Prenup?
Should I get a Prenup? BY DORI ZINN Updated December 09, 2020 Marriage is supposed to be forever, but for some couples, divorce—not death—do them part. Fortunately, the divorce rate has been dropping in recent years, but it was still…
If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60
If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60 March 19th, 2019 How frequently you should review your estate plan depends on how old you are and whether there has been a significant change in…
Revising Your Estate Plan After Divorce
Revising Your Estate Plan After Divorce If you don't update your will, trust, and beneficiary designations, your ex could inherit. By Mary Randolph, J.D. If you're going through the emotional and financial turmoil of a divorce, estate planning may be the…
Do You Need An Asset Protection Plan?
The Basics of Asset Protection Planning – The Rules You Need To Know Jeff Rose, CFP® | June 24, 2020 While working with clients for almost two decades one of the most pressing concerns shared among all of them was protecting the…
Estate Planning Meets Tax Planning
By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the share that goes to the IRS and increase the amount going to your family.
Estate Planning for the Digital Era
Estate Planning for the Digital Era As owning digital property becomes the norm, estate plans need to employ new strategies. FIDELITY VIEWPOINTS – 07/22/2020 Key takeaways Many people own digital assets: everything from domain names and electronically stored photos and…