Estate planning, opioids and addiction: Addiction is one of those common issues everyone thinks is uncommon. But if it was talked about more, more people would realize addiction is a widespread …
Channeling Jeff Foxworthy – You Might Want a Trust If….
“Do I need a trust?” Although it's a legal question, it's frequently asked of financial advisors. What do they say? “Hey, I’m not an attorney,” is one possible—but maybe not the most …
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Guest Post – Attorney Mike Mastry: Beneficiary Designations
This week we welcome a guest post from Attorney Mike Mastry on beneficiary designations. He has an instructive story that illustrates why it is important to double-check them. Mike can be reached …
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Letting Indecision Delay Your Estate Plan
The best reason I ever heard for not seeing an estate planning attorney came from a late client who, upon learning that over half of his estate might be taxed, said, “I don’t mind. The government has …
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Mind Your 4 Digital Asset Types
An attorney I met had a father-in-law who ran 3 businesses from his Blackberry. When he died suddenly, she was shocked at how difficult it was to access his emails, accounts, and online life. Every …
Dig Those Digital Assets
Shortly before a relative of mine died in 2008, he showed me where and how he kept his financial life organized. He had accounts in more places than I could keep track of in my head. So we wrote them …
Letting Indecision Delay Your Estate Plan
https://youtu.be/Ufyt8eEq1jk The best reason I ever heard for not seeing an estate planning attorney came from a late client who, upon learning that over half of his estate might be taxed, said, "I …
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Selecting a Trustee: Talent, Temperament and Time
Selecting a trustee: talent, temperament, and time. Sometimes an estate planning attorney will recommend setting up a trust. One of the decisions to make in setting up a trust is selecting a successor …
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