What Are the Building Blocks of Estate Planning?
Of the two “certainties” Mark Twain described in life (death and taxes), regular check-ups for ‘health’ should include your estate planning. Estate planning strategies can have real benefits of decreasing taxes while extending your quality of life. How often to have...
Rejecting an Inheritance: What If a Beneficiary Doesn’t Want an Estate?
If you dream of inheriting a large estate from a long-lost uncle, the idea of rejecting an inheritance may sound bizarre to you. Most of the time, people are happy to inherit. However, there are exceptions. Sometimes, a beneficiary may not want to accept their part of...
Estate Planning at Any Age: A Guide to Creating and Updating Your Plan
Estate planning is important at any age. Whether you just celebrated your 18th birthday or you’re enjoying retirement, a solid estate plan can help you take control of your assets, look out for your loved ones and decide what happens to you in the event of a medical...
Digital Estate Planning: How to Manage Your Posthumous Profile
As the world becomes increasingly digitized, digital estate management has become the forefront of a family’s financial and social portfolio. Knowing how to prepare these accounts for an inevitable death and how to access and manage them after death is crucial towards...