Articles

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What Not to Include in Your Estate Planning Documents

One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved ones when you pass away. For this transfer to be as stress-free and efficient as possible, it is crucial that esta… Read More
Categories: Estate Planning, Wills
Notebook with Inheritance written on the front, image of car, home and family in wood cut out

What Is a Devise in My Estate Plan?

If you are thinking about creating an estate plan, you may hear some new and confusing terms that make your brain hurt. To add to your bewilderment, not only are some of the words unfamiliar, they may also be homophones—words that are pronounced th… Read More
Categories: Estate Planning, Wills
digital estate plan

What Happens to Your Venmo, PayPal, and Apple Pay Accounts at Your Death?

It has been said that nothing ever dies on the Internet. While this dictum is typically used as a warning that what we put online may come back to haunt us, it is also true that our online accounts can outlive us, and even live in perpetuity. Having… Read More
Not the lottery, but Jana won at Bingo this summer. Jana with cash fanned out with winning bingo card and captain hat.

Four Important Considerations If You Win the Lottery

On February 14, 2023, California state lottery officials named the winner of the largest lottery prize in United States history: Edwin Castro won an eye-popping $2.04 billion in a November 2022 lottery drawing, choosing a lump sum payment of $997.6 m… Read More
Smartphone with Etsy store logo on the screen, shopping cart and laptop.

Have an Etsy Store? Make Sure It Is Properly Protected

The online marketplace Etsy has gone from a niche craft seller to one of the largest commerce companies in the world. Etsy has millions of active sellers worldwide, most of whom are based in the United States. Many Etsy store sellers rely on the site… Read More
Red computer keyboard buttons labeled

Recent Unemployment? Three Things You Must Do to Protect Your Family

If you have recently lost your job, you are not alone. Inflation has skyrocketed in the United States over the past few years. Some smaller businesses have not been able to survive the increased expenses, putting employees out of work, while many lar… Read More
Eyeglasses on an open book, surrounded by stacks of books

Was Your Loved One a Book Lover? Think Twice Before You Throw Those Books Out

An individual’s belongings—such as jewelry, furniture, photographs, and books—sometimes slip through the cracks of their estate plan. While certain books may be gifted to a beneficiary in a loved one’s will, a book lover may leave behind othe… Read More
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Why Deathbed Planning Might Give You Additional Grief

None of us likes to think about our own death or enjoys planning for that occasion. However, if you do not create an estate plan or if you fail to update it regularly, you are likely setting your loved ones up for even more stress and grief after you… Read More
protect housing

National Home Remodeling Month: How Remodeling Your Home Could Impact Your Estate Plan

Spring is associated with renewal, and as the weather gets warmer, many homeowners turn their attention to renovation projects. Each May, the home remodeling industry and the National Association of Home Builders (NAHB) celebrate National Home Remode… Read More
Delicious Grilled Vegetables And Meat On Barbecue Grill Outdoor bbq

Planning a Barbecue Is Like Planning Your Estate

For many, Memorial Day weekend signals the beginning of summer and enjoying warm-weather activities, including backyard barbecues with friends and family. Although a cookout may be an informal affair, planning is crucial to its success. This is true… Read More