Did you miss our last webinar/Facebook Live Event? You can access the recording below. Kim N. Christian, Esq. shared information on how to organize your personal information, collecting asset information, and gathering existing estate planning documents in preparation for meeting…
When implementing your Estate Plan, it is important to account for and address each asset that you own, even if it is in digital form. Cryptocurrency is encrypted digital currency, that does not exist as a physical record. Nevertheless, it…
Thanks to a recent court ruling, the conservatorship of singer Britney Spears has again received wide media attention in the past few weeks. The conservatorship of Spears has been a matter of public debate since it was initiated in 2008,…
A critical component to all estate plans is that an individual needs five must-have estate plan documents. The 5 must-have estate planning legal documents consist of: Durable Power of Attorney Health Care Proxy Living Will (Health Care Declaration) Authorization for…
If you inherit a traditional IRA after the enactment of the SECURE Act, or expect to inherit an IRA in the future, you should consider having a plan in place for withdrawals to avoid a big tax bill. Tax Liability…
An article published by NerdWallet on January 14, 2020, entitled “Does Marriage Have to Mean Merging Money?” by Alice Holbrook discussed the pros and cons of couples merging their finances or combining their assets after they get married. I strongly…
Funding your Trust is critical to having a successful outcome to your estate plan. Goals of a Trust When an individual implements their estate plan, they usually have one or more goals they are looking to accomplish. For example, a…
COVID-19 has forced many of us to confront a scenario in which we are wondering what would happen if we suddenly became critically ill or, in some instances, unexpectedly and suddenly passed away. These scenarios may trigger a person to…
The COVID-19 Pandemic is a wake-up call for everyone to implement an estate plan, if you do not already have one, or to review your existing estate plan. As a result of the global health crisis, it is critical for…
During this unprecedented time, we often find ourselves looking for ways to adapt and function to continue on with the tasks that still present themselves. In response to the continued need to have important legal documents notarized and witnessed, New…