Category: Estate Planning

A woman signing documents

Why Having an Imperfect Estate Plan Is Better Than Not Having One At All

There are many unknowns when planning for your family’s future, but you cannot let the uncertainties get in the way of creating any kind of plan. Having an imperfect plan is usually better than having no plan at all. No plan means more problems for your children or beneficiaries and leads to family discord. When establishing your estate planning documents, you want to be able to consider all...

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A divorced couple

Estate Planning Checklist for the Recently Divorced

The end of a marriage comes with many new beginnings. Starting a new chapter in life can be scary, thrilling, and more than a little uncertain. While you are likely eager to move on, there are certain responsibilities to take care of before you can fully do so. These chores are not always fun to think about – after all, nobody likes to consider who should inherit their assets when they die. Mak...

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Overwhelmed woman

How to Begin Administering an Estate When Life Feels Overwhelming

The passing of a loved one can be a tumultuous experience. When you are tasked with executing their estate, the feelings of grief and responsibility can quickly become overwhelming. This is especially true if this is the first time you have ever had to administer an estate. We will let you in on a secret: starting is the hardest part. No matter what your situation is, taking even the smallest o...

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Joe Biden

How Joe Biden’s Tax Plan May Impact Your Estate Plan

Americans are reconsidering their estate planning strategies following Joe Biden’s presidential election win. Biden made his desire to raise estate and capital gains taxes well known on the campaign trail, leaving many people to redouble their efforts to protect their assets. The good news: there is still time to take action before Biden is inaugurated. Your personal course of action may dep...

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Laptop, tablet and phone

Estate Planning for Virtual Assets

Now more than ever, our lives are lived in online spaces. We pay bills, socialize, work, and play virtually. It is natural that our assets would become increasingly virtual as well. Despite spending much of our free time online, few of us ever really consider how our digital assets might be handled after we pass away. It is an important conundrum to weigh even if you are a Bitcoin millionaire. ...

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