Estate Planning

July 31, 2013

What’s the Difference Between a Will and Living Will?

Question: I’ve heard of a Will, Last Will and Testament and Living Will. What’s the difference? Answer: Good question. There are two different types of “Will”Read More
July 31, 2013
Richie Valens’ Last Will and Testament

Richie Valens’ Last Will and Testament

The Day the Music Died On Feburary 2, 1959, rock and roll legend Richie Valens was killed in a plane crash in Iowa. Also on boardRead More
July 31, 2013

What Do I Do With An Inherited IRA?

IRAs are among the largest assets inherited by heirs and beneficiaries. These accounts are able to grow to very large amounts because income taxes are deferredRead More
July 31, 2013

Should You Tell Children About Their Inheritance?

Not many parents like to talk to their children about their wealth. How much money people have is typically considered a very private matter, and mostRead More
July 31, 2013

Name a Guardian for Your Children

Parents with minor children need to name someone to raise them (a guardian) in the event both parents should pass away before the child becomes anRead More
July 31, 2013

What Should I Do With My Will?

Question: What should I do with the Will I made? Should I keep it somewhere specific or tell certain people about it? Answer: Even the bestRead More
July 31, 2013

5 Most Important Estate Planning Documents

Important Estate Planning Documents Everyone Should Have Estate planning can be complicated. Regardless of the size of your estate, you should consider adopting these five importantRead More
July 31, 2013

What Is An Estate?

Question: I don’t have a lot of money. Do I have an estate? Answer: Yes. Contrary to popular belief, you don’t have to be a millionaireRead More
July 31, 2013

What Is Estate Planning?

Question: What is an estate plan? Do I need an estate plan? Answer: When you know what an estate is, then it’s easy to understand estateRead More
July 31, 2013

Plan For Your Digital Legacy

Question: How Should I Plan For My Digital Life? Answer: Most people today do so much on their computers, iPhones, iPads and other devices that it’sRead More