Estate Planning

Estate Planning for World Travelers Myths and FAQs

Myth #1: International travel is no different than domestic travel. False. Although all travel requires planning and can involve risk and complications, international travel requires taking extra steps and addressing additional considerations. First, you will need a passport prior to your travels. If you already

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Three Celebrity Probate Disasters and Tragic Lessons

One would assume that celebrities with extreme wealth would take steps to protect their estates. But think again: some of the world’s richest and most famous people enter the pearly gates with no estate plan, while others have made estate planning mistakes that tied up

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Three Tips for Overwhelmed Executors

While it is an honor to be named as a trusted decision maker, also known as an executor or personal representative, in a person’s will, it can often be a sobering and daunting responsibility.

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Planning for Your Digital Legacy

An estate plan often focuses on tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include your digital assets. Digital assets consist of everything we own online. Because we spend more time on

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FREE Personal Asset & Liability Worksheet

This personal financial statement template is a great tool to keep track of your personal assets, liabilities, income and expenses.