Creating a living trust is an important step in organizing your estate, but completing the documents does not necessarily mean you should put them away and never look at them again. Over the years, families, finances, property ownership, and personal circumstances change. Periodically reviewing your living trust and related estate documents can help you determine … Read more
PROTECTING YOUR PASSWORDS If you keep a mental inventory, use a password manager, or have a written record of your passwords (which is not recommended by anyone), take a quick count. You’re likely to find you may have some or all of the types of accounts listed below: Email accounts Online bank accounts Online brokerage … Read more
Everyone needs some degree of estate planning. Estate plans need to be tailored to the needs of the individual. The following estate plan checklist will explain various types of estate planning documents, and help you evaluate those that will be of value to you. Even if you decide to turn the matter over to an estate planning attorney, you should still have a basic understanding of what is involved.