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Estate Planning

Highlights from the Caring.com 2022 Survey

Early in 2022, Caring.com released the results of their annual Wills and Estate Planning Survey. There are multiple interesting data points in this survey, so let’s take a look at some of the highlights. 2 out of 3 American Adults Do Not Have a Will Even after the...

Don’t Let Inflation Derail Your Estate Plans

In the 2022 Caring.com Wills and Estate Planning Study, inflation is listed as one of the main fears of American adults in how they view their personal finances. When inflation goes up, people tend to perceive their savings and other financial assets as being less...

Preparing for an Estate Planning Meeting

When preparing to create or modify estate planning documents, many clients are at a loss for where to begin. There are so many questions that pop up once you start the process that it’s easy to become overwhelmed. When you’re getting ready to meet with your estate...

Moving Your Estate Plans

It’s easy to forget even big things in the hustle and stress of moving. There’s a lot to think about, and probably at the bottom of your Moving To-Do List is updating estate plans. But once you’re settled in your new location and everything’s finally unpacked, set...

Charitable Planning

Charitable gifts and donations can be a great way to extend your legacy. While drafting or revising your estate plans, consider whether you would also like to leave a donation or bequest in your Will or Trust. There are multiple ways to make this happen. Donations and...

Estate Planning and Digital Assets

In a world gone increasingly remote, managing your digital assets has become an even more important part of estate planning. From email accounts, to digital photos, and cloud-based storage, almost everyone owns some kind of digital asset. Terms-of-service agreements...

Who Can Access A Safe Deposit Box After Death?

If you have a safe deposit box, do you know who can access it after your death? This question becomes even more crucial if you are currently or plan to store estate planning documents in a safe deposit box. Your agents will need to access those documents, and if they...

Addressing Retirement Delay

After a year or more of job losses or underemployment due to the pandemic and lockdowns, older adults may be looking at retirement very differently. The current full retirement age set by the Social Security Administration is 66 years and 2 months for adults born...