Posts tagged with "beneficiaries"



Estate Planning · November 21, 2022
7 Issues To Consider When Purchasing Disability Insurance
According to the Social Security Administration, nearly one-third of people aged 25 to 54 will become disabled before retirement. When choosing a policy, keep these 7 disability insurance issues in mind. Read more...
Estate Planning · November 14, 2022
How To Manage Your Digital Accounts After Your Death — Part 3
If you've read the previous two articles, you already know how to secure your accounts. Security, on the other hand, is a journey, not a destination. Are you aware that your social media accounts, online banking information, and personal communications can be sold to the highest bidder? Because of this, you should create a digital estate plan for yourself. Part 3 of this article will show you how to create a digital estate plan to protect your loved ones. Here's how it's done...
Estate Planning · November 07, 2022
How To Manage Your Digital Accounts After Your Death — Part 2
Part one of this series covered Facebook and Google's processes to manage your digital accounts after death. In part two, we'll continue our discussion by looking at how Instagram, Twitter, and Apple's online platforms handle your accounts after you log out for the last time. Read more here...
Estate Planning · October 31, 2022
How To Manage Your Digital Accounts After Your Death — Part 1
You're worried about your partner, family members, and friends dealing with your digital accounts after you die. You think about your email inbox exploding, messages flying between the team you've worked so hard to build, having to deal with your own data. . . It's stressful. How do you start planning for your digital afterlife? Read more here...
Estate Planning · October 24, 2022
Trusts & Taxes: What You Need To Know
One of the most frequent inquiries we receive is regarding the function of trusts in reducing tax obligations. We're here to inform you of the tax implications connected with various forms of trusts, given the demand for knowledge about the importance of trusts on taxes. If you want to understand how taxes, trusts, and estate planning interact, this article is for you. More information is available by clicking the link.
Estate Planning · October 19, 2022
2022 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?
Estate planning is a continuous activity, not a one-time event. You probably already know how vital it is to make an estate plan, but you might not realize how crucial it is to keep that plan up to date. If you want your plan to succeed and keep your family out of court and out of conflict, you need to update it immediately in response to frequent life occurrences. No matter who you are, your life will change: families change, assets change, laws change, and ambitions change. This article will o
Estate Planning · October 12, 2022
5 Smart Ways To Pay For Your Funeral That Won’t Leave Your Family To Foot The Bill
It is never easy to think of your passing, even harder considering that even death has a price. The average funeral cost is between $7,000 and $12,000, rising yearly. Yes! You made a bequest in your will to pay for funeral expenses. However, the money is not readily accessible because of the probate court procedure. Imagine your loved ones experiencing both grief and financial hardships. The best course of action is through us, your Personal Family Lawyer®. Allow me to demonstrate the five most.
Estate Planning · September 23, 2022
Anne Heche Dies With Conflict Around Her Will, Leaving Her Sons & Estate In Legal Limbo - Part 1
If you die without a will or with doubt about your will, your family will almost certainly wind up in court and fighting. With so much uncertainty surrounding Anne Heche's case, it's possible that the late actress didn't have any trust in place as well. Her lack of planning caused various issues for her loved ones. Keeping these in mind, we'll go over Heche's estate planning blunders and how to prevent them so that your loved ones never have to face a similar circumstance.
Estate Planning · June 10, 2022
If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know
If a family member or friend has asked you to serve as trustee for their trust either during their life or upon their death, it's a big honor—this means they consider you among the most honest, reliable, and responsible people they know. However, you should know that being a trustee takes a major responsibility, and the role is definitely not applicable to everyone. Here's why!
Estate Planning · March 18, 2022
Probate: What It Is And How To Avoid It - Part 1
One of your primary goals is to keep your family out of court and out of conflict no matter what happens to you. Yet, as you can see, if your family has to go through probate, your estate plan falls woefully short of that goal, leaving your loved ones most stuck in an unnecessary, expensive, time-consuming, and public court process. By having a comprehensive estate plan, you can help your loved ones avoid probate altogether or at least make the process extremely simple for them.

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