Important Masterclass
How to Pay for Care without Going Bankrupt

What are Digital Assets in an Estate?

Digital Assets Cryptocurrency

Today, so many aspects of our lives are managed virtually. We keep currency, photos, music, documents, bills, medical records, artwork and even our social lives online or ‘in the cloud.’

What are Biggest Mistakes in Estate Planning?

Estate Planning Gifting

As you’re making your estate plan, you’ll want to carefully consider everything. This means it may take a while to complete your plan. Here are five things to watch out for along the way.

How Does Probate Work?

Will or Trust

A probate judge is an official of the county court system and a judicial official of the state, who decides civil court cases that involve the probate process.

Benefit Controlled Trust May Be Answer to Protecting Legacy

Trust Planning

Life is messy sometimes. Divorce, bankruptcies and lawsuits happen. They can potentially wipe out the inheritance you’ve carefully set aside for your loved ones. However, there are many trust options to help keep life from ruining your legacy.

Key Dates for Planning Retirement

Key Dates for Retirement Planning

Each type of retirement benefit has a different eligibility age. Your age plays a big role in how much you can expect to receive from Social Security and what you need to do to avoid retirement account penalties.

What You Need to Know about Probate

Probate

A will is a legal document that spells out the distribution of your assets and how your children will be cared for at your death. Probate is a process used to prove a decedent’s will is valid and to supervise the handling of their estate.

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