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 …
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 …
[Read more...] about Guest Post – Attorney Mike Mastry: Beneficiary Designations
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 …
[Read more...] about Letting Indecision Delay Your Estate Plan
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 …
