Creating an estate plan is one of the most important things people can do once they reach adulthood. While many people focus on their will, there’s another option they should consider for passing down assets. Some people opt to establish and fund a trust to get assets...
Age Gracefully With A Plan In Place
Month: January 2025
Young adults, you need to draft a digital estate plan
Most American adults are increasingly tied to online platforms, both for work and personal reasons. From social media profiles to cryptocurrency wallets, these digital assets can potentially represent both emotional and financial value. For young adults, creating a...
Can I leave assets to an irresponsible heir?
Estate planning can allow you to provide for loved ones while ensuring that your legacy lives on. However, heirs who struggle with managing finances may present a challenging dilemma. You wish to provide for them, but also have valid concerns about how they might...