Do I Really Need a Will when living in California?
There are certain financial goals that it’s important to check off your list, like having enough money in a savings account to cover emergency expenses and eliminating unhealthy debt. However, here’s one goal many people gloss over — creating a will.
What Assets Should Be Considered when Planning Estate?
From digital assets to financial accounts to sentimental items, here’s what to think about to make sure your loved ones have access to everything they need when you pass away.
What are Biggest Blunders in Wealth Transfer?
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
Should I Place My Home in a Trust?
Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.
Can I Avoid Password Problems for My Family in Estate Planning?
Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.
Should Young Adults have a Will?
Millennials are finally embracing one of the cornerstones of adulthood, by writing their wills.
Do I Need More than a Will?
You should be aware of what a will can’t or shouldn’t do.
Is It Ever Too Late for a Family Meeting to Discuss Money?
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
What’s the Best Way to Mess Up Estate Plan?
Here are the top five mistakes people make that upend their planning.
Do Grandchildren Get Some of the Estate If Their Dad Dies before Me?
What if parents have wills and their contingent beneficiaries are their two adult children. If one of the adult children dies before the parents, who gets that contingent beneficiary’s share?
