Month: September 2019
Estate Planning Considerations for Benefits Open Enrollment
The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and…
Five Considerations When Selecting a Guardian for Your Children
There is no question that having children changes everything — and estate planning is no exception. If you and your spouse pass…
Cryptocurrency and Estate Planning: What You Need to Know
Cryptocurrencies have been making headlines, with more and more investors wanting in on this digital currency. Cryptocurrencies are attractive because they are…
How an Estate Planning Letter of Intent Can Help Your Family
Estate planning is an important task that everyone should undertake as it helps to protect your family and loved one’s financial future….
What to Do with Your Beloved Collection
Whether your beloved collection consists of artwork, books, cars, music, or other significant items, you should not forget about this valuable asset…
Estate Planning and Asset Protection
Estate Planning and Asset Protection Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to…
Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning
In the event of your untimely death, the manner in which your beneficiaries — or those people who receive your assets from…