Estate Planning Adjustments After a Cross-Country Move
Moving across the country is a significant life event that brings new opportunities and challenges. One critical aspect often overlooked during this transition is the need for estate planning adjustments after a cross-country move. It’s vital to understand that relocating to a different state can substantially affect your estate plan. Different states have unique laws […]
Estate Planning Checklist
Inventory create a list of all possible assets create a list of all non-physical assets create a list of all digital assets (financial accounts, social media accounts, emails) with passwords Create a list of all debts with approximate balances; Last Will and Testament Appoint a guardian for children Appoint a guardian for pets Decide who […]
How to Update Your Legal Documents After Moving to a New State or Country
Moving to a new state or country can signify an exciting new chapter in your life. However, this shift in residency also brings forth changes in laws, regulations, and even personal circumstances. As such, it demands immediate attention to various legal papers. Failing to update your legal documents after moving could lead to potential complications, […]
12 Mistakes to Avoid When Succession Planning for Your Business
As a small business owner, you probably feel that your business is your baby. You may find it hard to think about what will happen to it when you are no longer able to run it. Nevertheless, if you want your business to continue after you leave it or you want to make sure you […]
17 States That Tax Your Estate!
Losing a loved one is a tragedy that requires space to grieve, and the last thing a family needs at that time is to deal with unexpected costs. However, there are federal and state-level taxes that need to be handled if the decedent had an estate or property to pass on. Knowing the differences between […]
Failing to Plan is Planning to Fail
“I don’t need a Will right now. I’ll get to it when I’m older.” Is this something that has gone through your mind? If so you are not alone. The majority of peole in the United States do not have en estate plan. They figure that there is always tomorrow; there will be time. That’s […]
Peacefulness While Contracting COVID
It had been two years since we had a family vacation. Everyone needed a break and a change of scenery. Our family had vaccinated months prior and we had weathered the storm without even testing positive. We decided to go to the happiest place on earth, Disney World to celebrate their 50th anniversary. So right […]
Where Most Estate Plans Fail. You Will Be Shocked!
You have a Will! Congratulations. You are in the minority in the United States. Some surveys show that only 39% of people in the United States have a Will. When we look at the age bracket of 18-35 the percentage drops to 9%. A Will is a documents that expresses your wishes as to who […]
Do You Need To Update Your Estate Plan
When Should I Update My Estate Plan?
