Estate Planning for Everyone
It is fairly typical for young adults, even those with professional careers aged thirty or more, to believe they are too young to concern themselves with estate planning. Young adults...
Cryptocurrency in Your Estate Plan
The popularity of cryptocurrency is increasing exponentially, and Florida Today reports as many as 46 million Americans own the most popular and well-known crypto asset, Bitcoin. Bitcoin was created in...
How Families are Impacted from Alzheimer’s Expenses
When politicians and policymakers consider the costs of dementias like Alzheimer’s disease, they consider both direct and indirect costs. Direct costs, in this instance, are the medical and social/non-medical care...
When Do You Need a Trust?
We hear this question all the time. Read on for information to help figure out whether you need a trust and, if so, what kind fits your specific situation. For...
Your Job as a Trustee
Your friend Rachel has decided she wants you to be her trustee. You want to help, but you’re concerned about all that responsibility. You would be managing Rachel’s property for...
How to Protect Your Children’s Inheritance
Estate planning for the future inheritance of your children and grandchildren should include protective measures to keep assets from disappearing or being claimed by a creditor. A simple way to...
What Your Will Can and Can’t Do
A will is a legally binding directive stating who will receive your property upon your death and is an important part of a comprehensive estate plan. If you die without...
Estate Planning and the “For the 99.5% Act”
The “For the 99.5% Act” was introduced into congress on March 25th, 2021 by Sen. Bernie Sanders and Rep. Jimmy Gomez. The bill’s current form is only 18 pages long,...
Why you need a will
The number of Americans with a will has had a minimal increase of only 2.5 percent over the past year, a caring.com survey shows. Overall, the percentage of those with...