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Articles Posted in Estate Planning

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Estate Planning Issues to Consider Before Getting Married

  In contrast to what many people think, the best estate planning considers all  aspects of your life instead of only the end. The estate planning process requires thinking about what is important to you as well as your expectations for loved ones. Prenuptial agreements, which a person enters into…

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Situations Where Your Digital Assets Last Longer Than You

While estate planning, it’s a good idea to make sure that various parties involved with your estate including personal representatives, agents appointed through a durable power of attorney, and trust receive the information they need to both access as well as manage your assets in case you end up incapacitated…

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Revocable Trust Lessons After the Death of Stephen Sondheim

When Stephen Sondheim recently passed away, he passed on all rights associated with his theatrical work including several well-known musicals including several unfinished pieces to a trust, which will be tasked with managing his estate.  The Sondheim trust now will assess the future of  the well-known artist’s intellectual works in…

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Diversifying Your Assets After Years of Employment

For many corporate executives who are considering retiring, substantial financial planning must be done. Given the executives are often some of the best-compensated workers, this advice might seem unnecessary. Additionally, increasing stock prices over the last few years, as well as a healthy economy, means that many executives are better…

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Advice on Reviewing Family Legacy Plans

Passing assets through generations can be a nuanced process. Assets are routinely an emotionally difficult issue, and a loved one’s plans for transferring assets can trigger various reactions from those left behind. Data shows that by at least 2045, almost $75 trillion in assets will be transferred to heirs while…

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