When families prepare an estate plan and I ask for lists of property, very few remember to consider their digital stuff. If you haven’t considered these assets don’t worry – it is not that big of a deal,bur you need to correct it.
What is
Market volatility is a constant in our modern world. But so-called Black Swan events sometimes take the concept of volatility to the next level. On June 23, voters in the U.K. passed a referendum supporting the idea that Britain should leave the European Union. Known as ‘Brexit’ for short, this surprising political outcome
While you are alive the money in your retirement account enjoys a special status. We call that status asset protection. This means the money is immune from lawsuits and creditor claims which may or may not be fair. The great thing about your retirement accounts is that you can pass any unspent money to your
This is really surprising, most people think if you leave a retirement account to your spouse is protected from creditors; it probably is not. The funds from the retirement account could be taken in a divorce, lawsuits or bankruptcy.
Three paths for surviving spouses
When you leave an