by nextAdmin1 | Aug 11, 2022 | Estate Planning
Three Things You Need to Know about Cryptocurrency and Your Estate Plan Cryptocurrency’s popularity has rapidly increased in recent years, with more people buying and selling it. Here are three things you need to know about cryptocurrency in relation to your estate...
by nextAdmin1 | Aug 11, 2022 | Estate Planning
Updating Your Estate Plan: How Many Tweaks Are Too Many? If your life or the law has changed since you signed your last will and testament (will) or trust agreement, you need to update your document. You can make updates to a revocable living trust by way of an...
by Barbara Pizzolato | Oct 16, 2021 | Estate Planning
Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document drafted and signed is not enough. For any trust to be effective, you must complete the process of funding your trust as soon as you...
by Barbara Pizzolato | Aug 13, 2020 | Estate Planning
Today, many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a revocable living trust avoids the public, costly and time-consuming court processes of conservatorship or...
by Barbara Pizzolato | Aug 6, 2020 | Estate Planning
After months of near confinement in our homes, many of us are stir-crazy and eager to travel to a vacation destination. Although more states are opening up, there are several precautions to consider and preparations to make as you plan your summer travels. Heed the...
by Barbara Pizzolato | Nov 19, 2018 | Estate Planning
Shocking to most people, the retirement account you leave for your spouse can be seized in a divorce, lawsuit, or bankruptcy. 3 Options Available To Surviving Spouses When your surviving spouse inherits your IRA, he or she generally has three options: Cash out the...
