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Most people these days have considerable digital assets, even if they have not really thought of them in that way before. When making your estate plan, you need to address these digital assets as well as your physical ones. Here are a few examples. Social media...
Many people who purchase a life insurance policy simply name a specific beneficiary, such as their eldest child. That child receives the payout when they pass away. But there is another option, which is to put the life insurance policy into a trust. Upon the person's...
Signing a trust can feel like a major step towards protecting your family and organizing your assets. It is also a good way to ensure your estate can be passed down to your beneficiaries without going through the lengthy probate process. But what if your property and...
Creating an estate plan is an important step in protecting your family, managing your assets and ensuring that your wishes are followed after you’re gone. However, estate planning is not a one-time task. As your life changes, your estate plan should change with it. An...
If you have a large estate, you may want to support a cause that matters to you while still leaving a meaningful inheritance to your family. Balancing those two goals may be difficult. You can use a will, a trust or both to leave property to family and charity. The...
Many people think that they can forget about their estate plan once they have it made. They don’t realize that they may have to take the time to go over it with their adult children. Conversations about estate plans cover topics like wills, trusts, medical wishes,...