by Laurie Ohall | Apr 24, 2023 | Estate Planning
In today’s diverse society, blended families are becoming increasingly common, bringing unique challenges and considerations when it comes to estate planning. Ensuring that your will or trust accurately reflects your wishes and adheres to state laws is crucial...
by Laurie Ohall | Mar 29, 2023 | Estate Planning
People usually associate estate planning with wealthy people, but everyone can benefit from an estate plan. An estate plan is a variety of documents that determine how your assets will be distributed upon your passing and can even protect you if you are incapacitated....
by Laurie Ohall | Mar 19, 2023 | Digital Assets, Estate Planning
Several estate planning challenges have arisen because people own digital assets. The challenges include access, transfer, and even knowing that digital assets exist. Digital assets can include: Cryptocurrency E-wallets Websites Social media accounts Digital photos...
by Laurie Ohall | Feb 22, 2023 | Estate Planning
If you’re a parent, you probably want to leave assets to your children to help create a secure financial future after you pass. You don’t want them to struggle financially. You also want to ensure they receive items of personal meaning and continue the legacy you...
by Laurie Ohall | Jan 30, 2023 | Estate Planning, Wills and Trusts
A life estate is a form of property ownership that allows an individual to use and manage property during their lifetime. The life estate also designates who will receive the property after the owner’s death, known as the remainderman or remainder beneficiary. Let’s...
by Laurie Ohall | Jan 24, 2023 | Estate Planning
Conversations with aging parents about finances can be challenging. Over half of adults would rather talk to their children about sex than their parents about aging, according to PBS News Hour. Although difficult, talking with aging parents about their finances is an...
