While digital assets, or more precisely, cryptocurrency, have made certain transactions simpler, they have complicated the estate planning process. Clients who have acquired such assets must incorporate them into their estate planning documents or risk losing them forever. Digital assets, or more precisely, cryptocurrency, are growing exponentially in terms of value and popularity. Although cryptocurrency […]
Read More
Key takeaways Consider getting your financial house in order sooner, rather than later. Your family and loved ones will thank you for it. As your family’s financial go-to person, make sure you have estate planning strategies in place that can help you protect and provide for your loved ones after you pass. On your own […]
Read More
Many people want to remain in their homes after they retire rather than move to a senior living facility or community. Unfortunately, most homes aren’t set up to help us age safely and affordably. If your goal is to “age in place,” some early preparation could help make that possible — or point to better […]
Read More
Life insurance may play a vital role in an estate plan because insurance proceeds can be counted on to provide liquidity when it’s needed. With proper planning, insurance money can pay expenses such as estate tax and keep other assets intact. Suppose, for example, Bill Smith dies and leaves a large estate to his daughter […]
Read More
For many clients in 2020, estate planning became a pressing need, and that need has continued in 2021. If the COVID-19 pandemic has taught us anything, it is that preparedness and flexibility are key. For those who have not yet done so, the time to focus on estate planning is now. With all the uncertainty […]
Read More