When you’re in a romantic partnership – as opposed to a marriage – you need to create the legal protections and benefits automatically afforded to those who are married. For example, married persons legally inherit from each automatically and can visit...
If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to guide a boat with just one oar: It’s only part of the big picture for your overall monetary health. A well-informed financial plan is worth your time for several...
You finally crossed “getting your estate plan done” off your list, and you’ve (rightly) breathed a huge sigh of relief. By tackling this challenge, you’ve not only established protections for your loved ones and legacy, but you’ve also freed up some important “mental...
While it is an honor to be named as an executor of a will or estate, it can also be a sobering and daunting responsibility. Being a personal representative requires a high level of organization, foresight, and attention to detail to meet all responsibilities and...
As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often want to provide well for their future. However, this can be difficult if proper precautions aren’t set in place. If you’re planning to...
There’s an entire category of commonly-overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common and, luckily, easy to correct. What are...
