Choosing the beneficiaries who will receive the assets of your estate may seem like an easy and straight-forward decision. However, making certain that you leave the right assets to the right beneficiaries is critical to effective estate planning. The first step in choosing beneficiaries is to answer these three key questions: Who should receive assets from […]
You have a living trust. Are you sure it’s funded?
You have met with an attorney, your living trust was created, and you have signed the documents. So you are feeling pretty good about being able to check this one off your family legacy drawer checklist. But wait, there is one more crucial step to this process! Have you formally transferred the title of your […]
Making provisions for Fido and Fluffy
Did you know that thousands of dogs and cats are orphaned or euthanized each year after their owners pass away because no plans were made for their pets? What will happen to your dog, cat, bird, or other fuzzy companion if something happened to you? Identify a caretaker for your pet The most important question […]
What happens to your social media accounts after death?
I’m sure you have given much thought about what will happen to your financial and physical assets after you die. But have you ever thought about what will happen to your social media accounts when you die? Social Media has become an essential part of our lives. Pictures, posts, and a chronological legacy reside in […]