Jul 5, 2023

What Happens To Your Venmo, PayPal, & Apple Pay Accounts At Your Death?

By |July 5th, 2023|Estate Planning|Comments Off on What Happens To Your Venmo, PayPal, & Apple Pay Accounts At Your Death?

What Happens To Your Venmo, PayPal, & Apple Pay Accounts At Your Death? What Happens To Your Digital Payments Accounts When You Die? It has been said that nothing ever dies on the Internet. While this dictum is typically used as a warning that what we put online may come back to haunt us, [...]

Jul 5, 2023

What Not To Include In Your Estate Planning Documents

By |July 5th, 2023|Estate Planning|Comments Off on What Not To Include In Your Estate Planning Documents

What Not To Include In Your Estate Planning Documents How To Protect Your Estate From Identity Theft & Other Risks One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved ones when you pass away. For this transfer to be as [...]

Jul 5, 2023

What Is a Devise In My Estate Plan?

By |July 5th, 2023|Estate Planning|Comments Off on What Is a Devise In My Estate Plan?

What Is a Devise In My Estate Plan?  How To Choose The Right Type Of Devise For Your Estate If you are thinking about creating an estate plan, you may hear some new and confusing terms that make your brain hurt. To add to your bewilderment, not only are some of the words unfamiliar, [...]

Jul 5, 2023

Home Security Systems & Estate Planning

By |July 5th, 2023|Estate Planning|Comments Off on Home Security Systems & Estate Planning

Home Security Systems & Estate Planning Integrating Your Home Security System Into Your Estate Plan Estate planning helps bring peace of mind and a sense of security, both in our lifetime and beyond. While we cannot predict our fate, we can at least dictate how our money and property will be distributed and ensure [...]

Jun 29, 2023

Cross-Border Estate Planning

By |June 29th, 2023|Estate Planning|Comments Off on Cross-Border Estate Planning

Cross-Border Estate Planning Top 5 Concerns for Families to Consider When Holding Property in Multiple Countries When families own assets in both the United States and other countries, there are several estate planning issues that can arise that may come as a surprise to those who have not planned ahead. As a law firm [...]

Jun 6, 2023

Investment & Distribution Trustees: Why Would I Need Both?

By |June 6th, 2023|Estate Planning|Comments Off on Investment & Distribution Trustees: Why Would I Need Both?

Investment & Distribution Trustees: Why Would I Need Both? When creating a trust, it is common to name yourself as the initial trustee who is responsible for all aspects of administering the trust. However, when considering who will take over when you can no longer act (either because of illness or death), it is [...]

Jun 6, 2023

Have An Etsy Store? Make Sure It Is Properly Protected

By |June 6th, 2023|Estate Planning|Comments Off on Have An Etsy Store? Make Sure It Is Properly Protected

Have An Etsy Store? Make Sure It Is Properly Protected The online marketplace Etsy has gone from a niche craft seller to one of the largest commerce companies in the world. Etsy has millions of active sellers worldwide, most of whom are based in the United States. Many Etsy sellers rely on the site [...]

Jun 6, 2023

Was Your Loved One a Book Lover? Think Twice Before You Throw Them Out

By |June 6th, 2023|Estate Planning|Comments Off on Was Your Loved One a Book Lover? Think Twice Before You Throw Them Out

Was Your Loved One a Book Lover? Think Twice Before You Throw Them Out An individual’s belongings—such as jewelry, furniture, photographs, and books—sometimes slip through the cracks of their estate plan. While certain books may be gifted to a beneficiary in a loved one’s will, a book lover may leave behind other books that [...]

Jun 6, 2023

Integrating a Community Property Trust Into Your Estate Plan

By |June 6th, 2023|Estate Planning|Comments Off on Integrating a Community Property Trust Into Your Estate Plan

Integrating a Community Property Trust Into Your Estate Plan Careful, trust-based estate planning is the best way to ensure the highest quality of life for you and your loved ones. But, a well-crafted estate plan consists of many parts. Couples with highly appreciated accounts or property (something that is worth more now than when [...]

Jun 6, 2023

Three Things You Must Do To Protect Your Family If You Are Recently Unemployed

By |June 6th, 2023|Estate Planning|Comments Off on Three Things You Must Do To Protect Your Family If You Are Recently Unemployed

Three Things You Must Do To Protect Your Family If You Are Recently Unemployed If you have recently lost your job, you are not alone! Inflation has skyrocketed in the United States over the past couple of years. Some smaller businesses have not been able to survive the increased expenses, putting employees out of [...]

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