by designonetest | Nov 8, 2016 | Estate Planning
As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often share a special bond that makes us want to provide well for their future. However, that bond can actually turn into a weakness if proper...
by designonetest | Sep 17, 2016 | Estate Administration, Estate Planning
If you’ve been appointed an executor of a loved one’s estate, or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out of town...
by designonetest | Sep 16, 2016 | Estate Planning
So you’ve done the hard work of establishing an estate plan. Good on you, as they say across the Pond. However, you still have serious work to do to ensure that the strategy you’ve selected will maximize your peace of mind and protect your legacy. Estate plans are...
by designonetest | Aug 6, 2016 | Estate Planning
Are you failing your family the way these 4 celebrities failed theirs? These four celebrity estate planning fiascos offer lessons about how to handle your own planning and legacies. Pablo Picasso – The great Dada artist died in 1973 at 91 without a will, a status...
by designonetest | Aug 5, 2016 | Estate Planning
Protect your digital assets! Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common and, luckily, easy to correct. Digital assets include, but are not limited to: your photos (yes, all those selfies are a digital...
