Category: Estate Planning

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

Does Your Retirement Plan Include Relocating? The answer will definitely surprise you: Sioux Falls, South Dakota. According to a new…

Could Aging in Place Work for You? The ultimate goal of aging in place is avoiding a move to an…

Aretha Franklin’s death affirms the importance of Estate Planning Aretha Franklin’s passing last week was a devastating loss for admirers of…

Oregon Gives You Control Over Transfer of Digital Assets and Accounts So much of our business and personal lives is…

Watch Out for the Capital Gains Tax It is assumed by most people that since the federal estate tax exemption…

Probate and the Problem with Cryptocurrency At the age of 21, Matthew Mellon, a member of the famous family of…

Reasons for Estate Planning People who do not have estate plans often wonder why they should get one. People want…

Spousal Lifetime Access Trusts There is one common problem that people face when setting up a trust. They need to…

Thinking of Doing Your Own Estate Plan? Most people would prefer to avoid paying for the services of an attorney,…