How Cryptocurrency and NFTs Fit into Your Estate Plan
Five years ago, cryptocurrency was probably not on your radar. Today, it may be an important investment in your portfolio. You could even own some nonfungible tokens (NFTs), which are…
Bankruptcy and its Effects on Estate Planning
Bankruptcy may be one of the last things on your mind when you are creating an estate plan. Fortunately, the number of bankruptcy filings has declined over the past several…
Updating Your Estate Plan
Interested in updating your estate plan? If your life or the law has changed since you signed your last will and testament (will) or trust agreement, you need to update…
Vacation Property and Estate Planning
A vacation property is not only real estate that must be planned for, managed, and maintained, they are also the birthplace of happy memories for you and your loved ones.…
Protecting Your Spouse with an Estate Plan
To protect your spouse and yourself, it's important to have honest conversation with your spouse about future financial plans.
Families with Stay-at-Home Parents
Protect your family with comprehensive financial and estate plans.
How a Pour-Over Trust Can Simplify Estate Planning
A number of married couples think about their accounts and property as “yours, mine, and ours,” especially if either or both spouses have gotten or will be getting remarried, married…
Your Roadmap to a Protected Future after Bankruptcy
Bankruptcy can be incredibly stressful for anyone to go through. Once your matter has been closed, you may wonder what the next steps are. To ensure that you protect your…
An Estate Plan Should Not Be a Set-It-and-Forget-It Endeavor
As we all know, life happens. There is really nothing we can do about it. However, some of the most common life events can have a dramatic effect on your…
Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
A common misconception people have about life insurance is that they only need to designate their spouse, child, or loved one as the beneficiary of the policy to ensure that…