Month: August 2018
Do You Own Rental Property? How Proactive, Comprehensive Estate Planning Can Help
A comprehensive estate plan should address all of your assets. For most people, an estate plan must include three common categories: (1)…
Do you really need a trust?
Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will…
Can You Bequeath Your Frequent Flyer Miles?
If you’re a frequent airline traveler, one of your estate planning concerns may be what will happen to your accumulated miles once…
Does My Estate Plan Need to Include My Vacation Property?
Yes! If you own a vacation home, timeshare, investment property, or any other asset outside of the state where you are domiciled…
How Does an IRA Fit Into Your Estate Plan?
When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? The answer…
Tips for Working with a Law Firm
Get the Most Out of Your Work with Your Lawyer When you hire an attorney for estate planning, help with a loved…
How Does My Annuity Fit Into My Estate Plan?
Selecting the right type of annuity for yourself is no small feat. Of course, you’ve put in the research and planned with…
Estate Planning That Expresses Who You Are – 5 Things to Talk About with Your Family
You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for…
Estate Planning That Expresses Who You Are – 5 Things to Talk About with Your Family
You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for…
Kids Going Away To College? Why You Should Include Estate Planning in the Preparations
You may have been running around for weeks, getting your new college student off to school. It’s exhilarating, and your heart likely…
