Get Top Dollar for Home when You Downsize

September 15, 2021

Here’s how to boost your home’s sale price and attract buyers in the digital age.

Some Common Estate Planning Scams

July 8, 2021

The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…

Do You Need to Plan for Digital Assets?

May 13, 2021

Estate planning isn’t just about hard assets anymore. Who will read your email when you die?

Trusts Work for Regular Folks

April 14, 2021

When you hear the word trust fund, you might think of wealthy kids a big chunk of cash on their 25th birthday. However, trust funds aren’t just for the rich. They are flexible tools to protect your loved ones.

Who Pays Credit Card Debt when You Die?

April 12, 2021

Especially with the average U.S. household having $7,027 in revolving credit card debt and Americans owing a total of $416.1 billion in credit card debt, according to a recent Nerdwallet study, some Americans will have credit card debt for the rest of their lives. However, what happens to credit card debt when you die?

Elder Financial Abuse During Social Isolation

March 16, 2021

Thankfully, as our country is stepping up the delivery of vaccines, this terribly isolating time will hopefully soon be behind us.

Missteps for Divorce and Death

February 22, 2021

After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.

Estate of Charles Schulz Still Making Money

February 3, 2021

Is there a person on the planet who doesn’t love the Peanuts characters? Snoopy, Charlie Brown, Lucy, Pigpen, Schroeder, and the gang are the iconic creations of Charles Schulz. In fact, it is still so popular that they earned Schulz’s estate $32.5 million over the last year, two decades since his death due to cancer.

Changes are Happening to Social Security in 2021

November 12, 2020

Here’s a closer look at the seven biggest changes to Social Security in 2021

Act Quickly to Protect an Estate

November 12, 2020

When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.

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