Stress Test Your Estate Plan
You do not need to spend countless hours worrying about your estate plan. Just ask yourself nine simple questions to stress test your plan and determine whether it is time for an update.
Mission Accomplished: Your Guide to Veterans’ Planning Essentials
Military service brings unique benefits, responsibilities, and considerations that require thoughtful coordination to ensure that you and your loved ones are fully protected.
Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup
Life is always changing, and your estate plan should change with it. Instead of thinking of it as a one-time chore, understand that it is an ongoing process that must keep pace with your life to ensure that your loved ones and your wishes continue to be protected.
International Inheritance Laws: What US Residents Need to Know
Different countries have different rules about who inherits, how much they inherit, and the taxes and formalities involved. Extra planning steps are often required both at home and abroad to harmonize your plan across borders and avoid any unexpected inheritance or tax issues.
Homestead Exemptions and Estate Planning
Almost every state has some form of homestead exemption law primarily focused on reducing property taxes and protecting home equity from creditors. While the best-known homestead law is rooted in the nineteenth century’s westward expansion, the underlying principle—a secure home for families—has evolved into a variety of state-level property protections.
Protect Your Estate from Cyberthreats
Well, that doesn’t seem right. It usually starts with something small. A strange email from a bank you do not recognize. A new credit card account you do not remember […]
Secure Your Digital Wallet: Cryptocurrency and Your Estate Plan
In 2013, British IT worker James Howells accidentally threw away a hard drive while cleaning his house. Only later did he realize that it held the private key to 8,000 […]
Do Not Let Your Digital Life Die with You
Today, so much of what once existed in material form now lives entirely online. Our photos, finances, business operations, and even our identities are stored on devices and platforms and […]
Estate Plans Age Too: How to Keep Yours Fresh and Effective
While estate plans are designed to have some flexibility, they are created at a specific moment in time and need updating as your life changes. If your plan has not kept up with your life, it could fail when you need it most or perform differently than intended.