“That’s not fair!” is a common child’s refrain as they advocate for themselves or express what they feel to be unjust. This pursuit of fairness, however, often follows families into adulthood, and it can resurface with real consequences when an estate plan is on the table.  Ideas about fairness often influence family dynamics and may […]

For many snowbirds, cooler weather means it is time to head south. If you are thinking about heading for warmer weather this winter, there are a few things you should consider before hitting the road. Which state do you consider your home? If you split your time between two states, it is important to understand […]

If you are single, choosing the people who will serve in your estate plan is far more than a formality. It is one of the most consequential planning decisions you will make. Married individuals often rely on a spouse to act during an emergency, manage financial or healthcare decisions, and handle practical matters after death. […]

A comprehensive estate plan does more than direct who will receive your money and property after your death. It also provides instructions for managing your affairs during your lifetime and identifies the people who will act for you if you are unable to act for yourself. An effective plan generally does the following: Choosing these […]

If cash is king and credit is queen, digital rewards points may just be the wildcard of your household finances. While cash represents immediate purchasing power and credit offers leveraged liquidity, rewards points function as a flexible currency that can supplement spending. But unlike cash and credit, they vanish when you die. Most people do […]

Your money, home, and vehicles are not the only assets that should be addressed in your estate plan. You should also consider your intellectual property, including any rights and income associated with it. You do not have to be a famous author, painter, or inventor to own valuable intellectual property that could generate income for […]