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Preparing for Travel? Estate Planning Considerations for “Just in Case”
A little preparation at home can make a meaningful difference if something unexpected happens during your travels and can give you—and your loved ones—peace of mind while you’re away.
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Make It Easy on Your Loved Ones: Plan for Your Digital Assets Now
In today’s digital world, many of our most important records, memories, and conversations live online. When a loved one passes away, gaining appropriate access to their email and social media accounts can be both emotionally and administratively challenging. You can plan ahead by setting up third-party account access to ease this burden and help ensure your wishes are honored.
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The Unique Advantages of a Nevada Trust
Nevada offers highly flexible and tax-efficient trust options, making it an attractive choice for trust domicile considerations.
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Is Your Estate Plan Current? Use the New Year to Get Your Plan in Order
Creating or updating an estate plan is a frequently overlooked task on many to-do lists.
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‘Tis the Season of Giving: The Many Benefits of Charitable Gifting
With the holiday season upon us, it is time to start thinking about how you can give back in a multitude of ways that could also be beneficial to you, as the donor. Making a charitable contribution of money or time in place of traditional gift-giving can make your holiday shopping that much easier, while helping someone in need.
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5 Benefits of a Special Needs Trust
A special needs trust is a type of trust that enables a person living with a disability or other special needs to receive financial support while maintaining eligibility for government benefits. Is it right for your situation?
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Leaving a Lasting Legacy: The Importance of Legacy Planning for Farmers
As a farmer, you know the importance of planning and preparation. Your daily work involves carefully considering the needs of your land, crops and animals, and making sure that everything is in place for a successful harvest. But what about your own future and the future of your farm?
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What to Do When You Lose a Loved One: Actions to Take
Losing someone close to you can be extremely difficult—and even more overwhelming—if you are responsible for funeral arrangements and settling personal affairs. We provide a useful checklist to get you headed in the right direction.
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If Not Now, When? The Importance of Having a Will
Have you made your end-of-life wishes known? Creating a will is a crucial step in planning for your future.
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Why You May Need a Trust, Regardless of Your Age or Net Worth
You have worked hard to accumulate your wealth and, through thoughtful planning, you can also determine how it is distributed once you are gone. There are multiple reasons why a trust may be a good option for you.
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