Should Your Beneficiary Serve as Your Executor or Trustee?
For most people, choosing an executor or trustee means choosing someone close to them – a family member or a friend. However, this often means their executor or trustee is also a beneficiary. But, will...
Do You Need a Prenuptial Agreement?
Did you know that December is the most popular month to propose around the world? According to The Knot Global Wedding Report, December is overwhelmingly the most popular month to propose. ...
Should All Your Children Receive Equal Inheritances?
Tis the season of giving and gifting, but should everyone on your list receive the same gift? You weigh different factors, and think about their needs, but what is the right choice? If you have more than...
Can You Still Retire Comfortably On A Million Dollars?
Once upon a time, amassing a million dollars for retirement meant that your golden years would be very golden indeed. But what about now—is a million dollars still enough money to enjoy a luxurious retirement? ...
Sentimental Assets and Your Will: Understanding When Someone Can Challenge Your Wishes
Emotions can run high after a loved one dies, particularly if your family’s assets include items with sentimental value, and the last thing you want is for your family to start fighting after you pass...
A Will is a Key Component of Any Estate Plan, But It’s Not Enough
When most people think of estate planning, usually writing out their will comes to mind. While a will can help you accomplish a number of important planning goals, it’s certainly not a complete plan...
When Was the Last Time You Updated Your Estate Plan?
For many, an estate plan is created and never looked over again – until it’s necessary to do so. But did you know that you should really look at your estate plan as something that grows and changes...
Why You Need a Digital Will
Digital technology has transformed the way we live. Our society has irrevocably plunged into the digital world. As technology becomes ever more deeply embedded into our daily lives, we need to plan accordingly....
How to Protect the Legacy of Your Vacation Home
For generations, the children in your family have learned to swim by jumping off of the dock of your family’s vacation home. It’s a rite of passage for each grandchild to learn how to bait a hook from...
Legal Documents that College Students Shouldn’t Leave Home Without
It is a daunting task to prepare for your child to go to college. Now that the enrollment deposit has been paid, the dorm application is complete, and you’ve purchased their first official college sweatshirt,...