If you’re not a U.S. citizen but are planning to relocate to the United States on a permanent basis, you need to...
Estate Planning
9 Key Financial and Estate Planning Steps After Your Spouse Dies
When your spouse passes away, the impact on your life is dramatic. Unfortunately, dealing with the pain of loss is not...
Questions to Ask When Choosing Personal Care Decision Makers
Even a well-crafted plan needs the right people to put it into action. Among the vital information that must be...
Questions to Ask When Hiring a Fiduciary, Part 1: Financial Decision Makers
An estate plan must contain enough information to complete three goals: It must explain how you want your assets...
How to Protect Your Great Ideas or Works for Your Family
When most people think of estate planning, they think about tax issues, trusts, and passing along assets like...
Discuss Estate Planning at Holidays
Holidays May Be the Perfect Time to Discuss Estate Planning One of the best parts of the holiday season is the chance...
What Not to Include in Your Estate Planning Documents
Not Everything Belongs in Your Estate Plans Perhaps the most basic function of an estate plan is to pass along your...
What Happens to Your Venmo, PayPal, and Apple Pay Accounts at Your Death?
Payment App Accounts Should Be Considered in Your Estate Plan The Internet never forgets. That maxim is most often...
Why Deathbed Planning Might Give You Additional Grief
Deathbed Planning Has its Drawbacks Contemplating the end of your life isn’t a fun experience. Making an estate plan...
Family Legacy Wealth Planning
Family Legacy Wealth Plan: 3 Must-Have Conversations With Adult Children A family legacy wealth plan requires care and...
What Barbie Teaches Us About Estate Planning
The overwhelming success of Barbie is a cultural phenomenon. Greta Gerwig’s hit movie could be considered deep...
Investment and Distribution Trustees – Why Would I Need both
Dividing the Duties of a Trustee A person creating a trust often serves as the first trustee. In that case, all the...
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