As 2024 winds down, now is the perfect time to reflect on your wishes and review your estate plan! Here is a quick checklist to help you start the new year with peace of mind. Update Beneficiaries Double check who you’ve named as the beneficiary on your life insurance and retirement accounts. Life events like […]
As you prepare for holiday travel, no doubt your to-do list is packed with tasks like booking flights and planning family activities. But one important item often overlooked is creating an estate plan. Now is the perfect time to make sure your legal and financial matters are in order before you leave. If something unexpected […]
It’s easy to assume that someone with great wealth would have all their affairs in order. Yet, even a celebrity like Prince neglected to create a will. It took six years, over 2,711 court filings, several DNA tests, and millions of dollars in legal fees (by 2019, the estate had already reportedly incurred $45 Million […]
For many of us, pets are more than just animals—they’re cherished members of the family. That’s why it’s important to ensure they’ll be taken care of if something happens to you. Without proper planning, your beloved pet could face uncertainty or even end up without a home if you become incapacitated or pass away. To […]
Many hear the word trust and assume it’s something only wealthy people need. While it’s true that trusts are often used by high-net-worth individuals, families with more modest means also benefit from them. Here are seven reasons why you might want to consider a trust for your family: Control the distribution of assets You wouldn’t […]
In today’s world, we accumulate more than just physical assets—think about all the digital accounts and online assets you have, like bank accounts, investment portfolios, social media accounts, and even valuable digital currencies like Bitcoin. Without proper planning, your loved ones could face difficulties accessing or managing these assets when you’re gone. Taking Stock of […]
