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Author: Tom

How Can Beneficiary Designations Work within My Estate Plan?

Posted on March 21, 2023 | by Tom

A beneficiary designation is a simple way to pass on wealth. In reference to financial accounts, it’s usually referred to as Payable on Death. In reference to investment accounts, it’s usually referred to as a Transfer on Death. This article is focused on payable on death bank accounts. Continue reading →

Posted in Uncategorized

5 Steps to Help Select a Long-Term Care Facility

Posted on March 7, 2023 | by Tom

The best time to begin to select a long-term care facility is before the need arises. With the luxury of time, you can do the necessary research and establish a short list of facilities that will best suit the anticipated needs. When the time comes, you’ll have a short list of long-term Continue reading →

Posted in Uncategorized

End of Life Care: How Do I Talk with My Children about My Wishes?

Posted on February 28, 2023 | by Tom

If you become incapacitated, how would you want to be cared for? What are your beliefs, thoughts, and feelings about life and death? Would you want to receive any medical interventions after you’ve been pronounced brain dead? How do you feel about the balance of pain management and Continue reading →

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Give Your Estate Planning Attorney the Full Deck

Posted on February 21, 2023 | by Tom

Many people enter the estate planning process with the goal of passing along as much wealth as possible to their beneficiaries. Hiring an attorney to accomplish this goal without fully disclosing all of your assets may frustrate that goal. When it comes to providing a list of your Continue reading →

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How a Special Needs Trust Can Help You Plan Ahead

Posted on February 14, 2023 | by Tom

If you have a child with special needs, a special needs trust, or “SNT,” may be an important part of your comprehensive estate plan. An SNT is a specific trust designed to meet the needs of a beneficiary with a physical or mental disability. Different from other types of trusts, the Continue reading →

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What Assets Should I Use to Fund My Revocable Living Trust?

Posted on February 7, 2023 | by Tom

A revocable living trust, or “RLT,” protects your assets and allows you to use them during your lifetime. When you pass away, your RLT assets pass to your beneficiaries without going through the probate process. Before the RLT takes effect, it must be funded with assets. This occurs Continue reading →

Posted in Uncategorized

Your Senior Parents and Estate Planning

Posted on January 24, 2023 | by Tom

With the holiday season behind us, you may be pondering whether you observed a decrease in your aging parents’ physical or mental abilities during your time with them. It might be time for a conversation about ensuring they have a comprehensive estate plan that reflects all their Continue reading →

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Adulting 101: 7 Reasons to Consider Creating Your Estate Plan

Posted on January 17, 2023 | by Tom

As you progress through life, the significance of establishing an estate plan grows in importance. Moving away from home, starting your career, buying a home, getting married, raising a family—with each new phase, the benefits of creating an estate plan increase. Having an estate Continue reading →

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Cryptocurrency and Estate Planning

Posted on January 10, 2023 | by Tom

While it’s uncertain if digital currencies in their current form are here to stay for the long-term, if you possess any or plan to invest in digital currency, it’s probably a good idea to understand how these resources are integrated into your overall estate plan.

How Do You Manage Continue reading →

Posted in Uncategorized

One Step Ahead: A Beginner’s Guide to Cryptocurrency

Posted on January 3, 2023 | by Tom

What Exactly is Cryptocurrency?
Cryptocurrency is a still-emerging, digital form of currency that is used to complete financial transactions. While it has the potential to become a widely accepted method of exchange, it could also just be a short-term trend. It is both a thrilling Continue reading →

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Recent Posts

  • How Can Beneficiary Designations Work within My Estate Plan?
  • 5 Steps to Help Select a Long-Term Care Facility
  • End of Life Care: How Do I Talk with My Children about My Wishes?
  • Give Your Estate Planning Attorney the Full Deck
  • How a Special Needs Trust Can Help You Plan Ahead

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