Be Aware of Exposed Assets with Your Estate Plan

Estate planning and asset protection planning frequently go hand in hand. Assets that are held as joint property could turn out to be problems in the event that the surviving spouse has a significant amount of debt. If you have not thought about the best way to pass things on to your heirs while also… Read More »

Can a Disney Movie Teach You Estate Planning Lessons?

For anyone who hasn’t had the opportunity to see the movie, Frozen, avoid the rest of this blog because some spoilers may be provided. For readers thinking about their future in terms of estate planning however, you might be surprised to learn that this popular movie with extremely catchy music can teach you some estate… Read More »

Do I Need An Estate Plan?

You should never fall for the myth that you do not need estate planning simply because you are not married or do not have any children. Without considering your personal estate planning needs, you run the risk that you or your loved ones may not be prepared upon your disability or death. Speaking with a… Read More »

How to Select an Executor for Your Estate

You should never minimize the decision of who will serve as the executor of your estate or trustee of your trust after you pass away. It is important to engage in a careful thought process before making this decision, and a counseling-based estate planning attorney is a great place to start. Your executor might be… Read More »

Passwords and Planning

Years ago, before online banking, finding financial records was as ‘easy’ as searching for that old shoebox stuffed with check registers and financial statements in your home office/kitchen. These days bank accounts accessed online require passwords and often multiple layers of security. According to one 2013 study by a national bank 87% of high net… Read More »