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Capturing the Stories of Aging Loved Ones

When you think about an aging loved one or a loved one who has passed away, you probably don’t give much thought to the material things they’ve left you. Maybe you have a piece of their clothing that you sometimes...

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Want To Grow Wealth? Warren Buffett’s Unexpected Investment Advice

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom...

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Estate Planning for Digital Assets

estate planning for digital assets
We’re living in a digital world, and that means more of us than ever are creating digital assets that need to be managed. From online accounts, websites, and domain names to cryptocurrency wallets, data backups, and social media profiles, the...

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Why “Just a Will” Is Never Enough

Wills have a reputation as the number one estate planning tool, in small part thanks to Hollywood’s dramatic “reading of the Will” scenes (which rarely happens in real life) to characters plotting how best to defraud their billionaire uncle’s Will...

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Key Considerations for Opening a Bank Account in the Name of a Trust

A trust is a valuable estate planning tool that offers flexibility and control over the distribution of your assets. One essential aspect of managing a trust is opening a bank account in its name. This article will explore the key...

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Time to Brush Up on Your Estate Planning Etiquette: Important Probate Rules You Should Know

When a person dies, what happens next depends on whether the deceased person had any foundational estate planning documents such as a last will and testament (otherwise known as a will) or trust, who the living relatives are, and their...

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