Estate Planning

Putting Pets in your Will is No Longer Just for Just for Eccentric Billionaires

  The rise of the "pet directive" lets anyone plan for their animals, not just the wealthy. Click here to learn more.

By |2024-09-12T12:09:47-04:00September 9th, 2024|Estate Planning|Comments Off on Putting Pets in your Will is No Longer Just for Just for Eccentric Billionaires

Why Everyone Needs a “Digital Death-Cleaning” Plan

Nobody wants to leave a confusing collection of files they can't open, accounts they can't access and assets they can't locate.  Don't be that person!  Click here to read more

By |2024-08-16T11:29:53-04:00August 9th, 2024|Estate Planning|Comments Off on Why Everyone Needs a “Digital Death-Cleaning” Plan

Grief, Then Paperwork: The Messy, Thankless Job of an Estate Executor

After relatives die, there is a tedious, messy process of managing what they leave behind. Click here to read more

By |2024-07-26T15:01:02-04:00July 9th, 2024|Estate Planning|Comments Off on Grief, Then Paperwork: The Messy, Thankless Job of an Estate Executor

How to Leave Your Heirs An Inheritance – Not a Tax Bill

The new rules of inherited IRAs might warrant a rewrite of your estate plan.  Click here to read more.

By |2023-07-14T11:45:42-04:00July 10th, 2023|Estate Planning, Roth IRA|Comments Off on How to Leave Your Heirs An Inheritance – Not a Tax Bill
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