Category: Estate Planning

You’ve worked hard, you’ve saved, and you’ve invested, but have you planned for the future of your estate? Finding an estate…

You’ve worked hard to amass your wealth; now it’s time to protect it. Trusts, a crucial tool in estate planning,…

You’ve worked hard for your assets, haven’t you? So, it’s only fair you’d want to protect them, even after you’re…

Protecting Retirement Accounts After the SECURE Act On December 20, 2019, President Trump signed the Setting Every Community Up for…

Watch Out for the Capital Gains Tax The doubling of the estate tax exemption might mean you do not have…

Probate and the Problem with Cryptocurrency The death of Matthew Mellon shows how a lack of planning can cause problems…

Revocable Living Trusts: Important Tools During the Pandemic Americans reacting to the spread of the Novel Coronavirus (COVID-19) should ensure…

Estate Planning During Quarantine In a time where many of us are spending more time in our homes than we…

Blockchain for Estate Planning Some people think that the future of estate planning is in using blockchain technology to manage…

Going out with a Bang: Unforgettable Last Wishes As you give thought to who you might want to give assets…

Going to the Casino When people go gambling with money that is not theirs, the results are rarely like the…

Buffett on Raising Heirs Warren Buffett has some advice for wealthy people who are concerned that their heirs will lack…