The Most Common Estate Planning Mistakes

With apologies to poet Robert Burns, the best-laid estate plans of women and men sometimes go awry.

03/23/22

Digital Estate Plan: More Than Storing Passwords

Deborah Placet had no idea how to access her husband’s cryptocurrency and other digital accounts after his unexpected death at age 52.

03/16/22

When to Update Estate Planning Documents

It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.

03/09/22

Should I Withdraw more than RMD?

Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big picture. For some people, it makes sense to go big.

02/28/22

Don't Overlook Assets in Estate Plan

From digital assets to financial accounts to sentimental items, here’s what to think about to make sure your loved ones have access to everything they need when you pass away.

02/25/22

Estate Planning Terms for Non-Lawyers

For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.

02/22/22

How Do I Stop Heirs from Foolishly Wasting Inheritance?

One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.

08/03/21

Here’s Why You Need an Estate Plan

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.

07/31/21

Will I Live Longer, if I Babysit the Grandchildren?

Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.

07/13/21

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Estate Planning Blog