Blogs & Articles

Articles

The importance of planning ahead for long-term care

The need for long-term care should be considered during the estate planning process. Recent statistics show that an estimated 60 percent of Americans will need long-term care at some point in their lives. Long-term care is becoming more common as our population ages and life spans lengthen. This is because many people of advanced age […]

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Estate planning in the electronic age: protecting your digital assets

Take a moment to think about your digital footprint. Do you have accounts on sites like Facebook, Twitter, Instagram or Pinterest? What about business networks like those established by industry groups, alumni associations or on LinkedIn? Do you have online access to pay your credit cards, utilities, mortgage, car payments, student loans or other debts? […]

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Due care can help you avoid common estate planning mistakes

Many people avoid estate planning so they don’t have to think about the issue of their own deaths. However, much like taxes, death is inevitable. By understanding our own mortality – and taking steps now to plan ahead – we can protect both our loved ones and our assets after we are gone. Generally, something […]

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Blogs

What Are My Responsibilities As a Trustee?

A trustee has some important responsibilities. Here’s a closer look at some of the jobs that come with managing a trust.

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Are Inherited IRAs Protected From Creditors?

Retirement funds can be protected in bankruptcy, but inherited IRAs may not be. Here’s what you need to know when leaving an IRA to an heir.

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What Are My Responsibilities As Executor Of A Will?

The executor of a will has some important tasks to take care of and must be ready to answer to the beneficiaries.

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