by msmyers | Aug 30, 2018 | Estate Planning
“Once couples have children, they are eager to get a plan in place for who will take guardianship of their children. Having children and not having a will or a selected guardian means parents are left to worry about what would happen in the event of their...
by msmyers | Aug 28, 2018 | Estate Planning
Many of us are collecting valuable airline miles, credit card points, etc., but what happens to them when you die? Well, that depends. This article breaks down many different airlines and what options are out there: What Happens to Your Points and Miles After You...
by msmyers | Aug 23, 2018 | Estate Planning
Headed towards retirement? Here are some things to keep in mind: The 10 commandments of retirement
by msmyers | Aug 21, 2018 | Estate Planning
“Clients often think trusts can do everything – as if they are magical creatures – the unicorn of estate planning. All their problems are solved because they have a trust. That may be the case, but it may not. Different trusts do different things.” –...
by msmyers | Aug 16, 2018 | Estate Planning
“Death isn’t what it used to be. Write a will, put stock certificates and the deed to your home and a few other pieces of paper in a safe deposit box and you were set for life for the hereafter. But digital assets from crypto to online contact lists have changed...
