Articles
Articles of Interest
Where Do Your Airline Miles Go When You Die?
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 Die?
Retirement Considerations & Priorities
Headed towards retirement? Here are some things to keep in mind: The 10 commandments of retirement
What Can Living Trusts Do?
"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." - Christine...
Planning for Digital Assets
"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 that....
Estate Planning Essentials: Power of Attorney
"Every individual over the age of 18 should have a power of attorney. A power of attorney is written authorization that appoints an agent to carry out your business, financial, and legal affairs. Similarly, a health care proxy appoints an agent to make medical...
Estate Planning for New Parents
"Overseeing a minor’s life is fraught with expansive (and expensive) tasks: Feeding, fretting, toileting and procuring seem to consume the new parent. So, while it is understandable why new parents are laser focused on their newborn’s immediate needs, they should have...
Leaving a Legacy
"You don’t have to be rich, a genius or a world-renowned luminary to touch people’s lives for generations to come. Here are some ways to leave a lasting legacy when you don’t have genetic offspring." - Anna Goldfarb How to Leave a Legacy When You Don’t Have...
Legal Documents for College Students
Summer is winding down; if your kids are headed back to college (or to college for the first time!), make sure they have these important legal documents in place: Three Critical Legal Documents Every Parent of a College Student Should Get in Place As Soon As Possible
Mid-Year Estate Planning Checklist
"Now that the summer is in full swing, the kids are out of school, and the boats are in the water, it’s a good time to take a fresh look at the work you have already done in planning for your future and the future of your loved ones. Here is a helpful checklist to...
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Probate of Estates
Probate is the legal process of distributing the assets and estate of a deceased person. This includes resolving all probate property issues like taxes, insurance, title, and paying creditors for any outstanding money owed by the deceased.
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