Search Results for: estate planning

Critter Corner: Estate Planning for Cryptocurrency

Dear Angel, A couple years ago, I started investing in Bitcoin. It’s value has increased a lot and I want to include it in my estate planning. What should I know when it comes to developing an estate plan for … [Read more...]

Will U.S. Estate Planning Documents Work in Other Countries?

Q. My parents and my husband and I are all considering relocating to Lake Chapala in Mexico, which is a very popular retirement location for Americans because of the low cost of living, sunshine, accessibility, established expat … [Read more...]

What Do Different Generations Care Most About in Their Estate Planning?

Q. My daughter, Abby, is 30 and newly married. Similar to many of her friends, Abby and her husband decided to do their estate planning because the coronavirus got them thinking about their mortality. It got me and my husband, who … [Read more...]

Critter Corner: What Does a Taking a “Holistic” Approach to Estate Planning Mean?

Dear Hayek,   In sitting down with my husband to discuss our estate planning, I’m realizing that planning our legacy can be a complicated process. Navigating how to pass on financial assets, real estate, and personal … [Read more...]

Critter Corner: Are Teachers and Other Frontline Workers Rushing to Do Estate Planning?

Dear Ernie and Jannette, I recently saw in many publications, including CNN and Newsweek, that teachers and other frontline workers (including dental hygienists, flight attendants, and others) are rushing to do estate planning. … [Read more...]

How Having a Special Needs Loved One Affects Estate Planning and Retirement Planning

Q. Our daughter, Sophie, has an Autism Spectrum Disorder (ASD). She is verbal, but needs lots of help academically and with her social skills. She may not be able to live independently when she becomes an adult. When it comes to … [Read more...]

Why Estate Planning is Even More Important During a Pandemic (Part 1 of a 3-part Series)

As Millie sits in her kitchen homeschooling her children, she realizes that she really doesn’t remember much of the math she learned in 5th grade. During a break, she turns on the television and a news brief flashes on the screen … [Read more...]

Avoid Disaster: Update Your Estate Planning Documents in Light of New SECURE Act Provision

Q. I completed my estate planning with your firm five years ago and elected to have my retirement plans pass into a “conduit trust” or “pass-through trust” for the benefit of my daughter, Hannah. My understanding was that the … [Read more...]

Critter Corner: How to Broach the Topic of Estate Planning During the Holidays

Dear Rune, We are hosting Christmas dinner this year and the entire family will be there. While we are all in one place, I was thinking it would be a good time to talk about estate planning and incapacity planning. What is the … [Read more...]

Critter Corner: Convincing My Brother to Do Estate Planning

Dear Oakley, Welcome to the Critter Corner team! I’m really hoping you can help me with my dilemma. My wife and I recently did our estate planning, and I am convinced my twin brother’s family should too. He is reluctant to do so … [Read more...]

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