23

Jan

Why Retirement Is the Right Time to Revisit Your Estate Plan

Retirement means different things to different people. For some, it marks the beginning of travel, creative pursuits, and long-delayed adventures. For others, it offers the freedom to slow down and enjoy quiet routines without the pressure of a daily work schedule. Most retirees ...

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23

Jan

When Your Parent Plans to Disinherit Your Sibling

When a parent makes the difficult decision to disinherit one of their children, the emotional weight of that choice rarely falls on only one person. While the sibling who is cut out may feel shock, grief, or betrayal, the siblings who remain included in the estate plan are often ...

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Category: Estate Planning


23

Jan

Why Receiving an Inheritance Should Prompt an Estate Plan Review

Receiving an inheritance can be both meaningful and life-changing. While it often represents a loved one's legacy, it can also introduce new financial, legal, and planning challenges if it is not managed thoughtfully. Without a clear strategy, inherited assets may be vulner...

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Category: Estate Planning


23

Jan

How to Get Organized to Meet with Your Estate Planning Attorney

You have decided to meet with an estate planning attorney to get your affairs in order and protect the people you care about most. Once your appointment is scheduled, the next step is preparation. Taking time to organize your information and think through your goals will help ens...

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Category: Estate Planning,


16

Jan

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 opening. A password reset link you never requested. A notice from the Internal Revenue Service (IRS) that s...

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16

Jan

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 Bitcoin that are now worth hundreds of millions of dollars. 1 For more than a decade, he has tried unsuccessfully...

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16

Jan

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 in cloud accounts. Without proper planning, these valuable digital assets can easily be lost ...

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16

Dec

Estate Planning Facts for the Holiday Season

Every year around the holidays, stores and malls across America are transformed into winter wonderlands, complete with elves, ornaments, artificial snow, and larger-than-life decorations. Many children stare in wide-eyed wonder as they wait to sit on Santa's lap and answer ...

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16

Dec

National Regifting Day: Regifting for Your Future

During the holidays, we usually receive at least one gift that, let's face it, falls a bit flat. When we were young, it might have been an itchy sweater from Grandma or a toy from Mom and Dad that we had outgrown. As adults, maybe someone got your clothing size wrong or mis...

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16

Dec

12 Estate Planning Steps to Take This Holiday Season

“On the first day of Christmas, my true love gave to me a partridge in a pear tree. ” —The Twelve Days of Christmas A partridge in a pear tree? Lords a-leaping? Many of us may know the lyrics to “The Twelve Days of Christmas,” but few likely know its ...

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12

Nov

Ask Your Loved Ones What They Want

The holiday season is right around the corner, and you have likely been shopping for the perfect gifts for your loved ones. You may have been wandering through crowded stores, scrolling through online marketplaces, or replaying conversations you have had with your loved ones over...

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12

Nov

Make Sure That Your Estate Plan Is More Than Kindling

It is a frigid November night. You put on a sweatshirt and sweatpants to warm up—to no avail—and decide to light the season's first fire. You open the woodstove door to find last year’s ashes still inside, the chimney unswept. Not ideal, but manageable. Yo...

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Category: Estate Planning