When a couple engages in estate planning, one of the first questions tackled by their estate planning attorney is whether it makes sense for the couple to use a revocable living trust (RLT) as a part of their plan. If so, an important follow-up question for married couples should be whether it makes sense for […]
Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation.[1] To help your loved ones avoid becoming part of this multigenerational wealth transfer statistic, you need to educate and update your family about your wealth transfer goals and the […]
In today’s digital age, many people have a library of digital assets that may include items such as books, music, and movies. One of the perceived benefits of owning these digital items is having a convenient way to access your favorite media indefinitely with only few mouse clicks. However, is it as simple as it […]
If I am unmarried but have a partner who I will leave my assets to, what is the best way to do so and how would it differ if I was married? When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and property, […]
