How to Create an Estate Plan for Your Digital Assets 956x538 blog

How to Create an Estate Plan for Your Digital Assets

When you think of “estate planning,” chances are your Facebook page, PayPal account, and Amazon Prime login probably don’t come to mind. But they should. Depending on who you ask, the value of the average American’s digital estate is between $33,000 and $55,000…

Inheriting Money? Do These 5 Things First 956x538 blog

Inheriting Money? Do These 5 Things First

Expecting an inheritance windfall? You’re probably already making plans for what to do with the money. But there are a few things you can—and should—do to maximize the long-term value of your share of the estate and honor your loved one’s legacy.

4 Reasons Millennials Need Estate Planning More Than Baby Boomers 956x538 blog

4 Reasons Millennials Need Estate Planning More Than Baby Boomers

Though planning on your death or injury is not exactly something that most millennials are eager to do, it is important.

How to Choose the Right Trustee for Your Estate 956x538 blog

How to Choose the Right Trustee for Your Estate [Podcast]

(1) Should my trustee be my spouse or child? (2) Should my trustee be my attorney, accountant or other trusted adviser? (3) Should my trustee be a bank or trust company? (4) Would having more than one trustee be my best option instead?

How to Choose a Guardian for Your Minor Children 956x538 blog

How to Choose a Guardian for Your Minor Children

(1) Where Does the Potential Guardian Live? (2) What Are the Potential Guardian’s Religious, Political and Moral Beliefs? (3) What Do You Know About the Potential Guardian’s Parenting Skills? (4) How Old Is the Potential Guardian? (5) What Is the Potential Guardian’s Family Situation? …

5 Legal Myths You Got From The Movies 956x538 blog

5 Legal Myths About Wills You Got From The Movies

Filmmakers use creative license in a lot of situations involving wills. A dying person’s last wishes can be an exciting revelation or a shocking plot twist. But, that doesn’t mean the movies get it right from a legal perspective. There are several legal myths about wills that movies often use for dramatic effect. These can be inaccurate at best, and at worst completely fictional.

5 Reasons It's Time To Update Your Estate Plan 956x538 blog

5 Reasons It’s Time To Update Your Estate Plan

Summary: (1) You moved to another state, (2) The objects of your affection change, (3) Your assets or liabilities change, (4) Your qualified retirement plan is outdated, (5) Executors or trustees become inappropriate

4 Tips for Writing a Will Your Heirs Won't Fight Over 956x538 blog

4 Tips for Writing a Will Your Heirs Won’t Fight Over

Summary: (1) Name the right executor; (2) Include personal property; (3) Don’t tie up the money for too long; (4) Explain any unequal bequests …

Stan Lee’s Tangled Web of Estate Planning

Summary: (1) How are we going to organize and simplify my assets? (2) What sorts of accounts and trusts will we use and how will they be managed? (3) How will you work with my trusted contact, while I’m well, and after I’m sick or deceased?

19 Celebrity Wills That Made History With Their Demands 956x538 blog

19 Celebrity Wills That Made History With Their Demands

Summary: (1) William Shakespeare; (2) Leona Helmsley; (3) Charles Dickens; (4) Harry Houdini; (5) Napoleon Bonaparte …