It’s not surprising that divorce rates spiked during the pandemic. If you are considering whether or not to stay in your relationship, it is important to consider how you can protect your inheritance. Read here to learn more.
Forbes Article: Protecting Your Inheritance From Your SpouseRead More
Most women will outlive their husbands. Read here to understand and prepare for the reality of becoming a widow.
AARP Article: Waiting to be a Widow: What Every Woman Should KnowRead More
It’s so important to include one of your biggest assets, your home, in your estate plan so that you can ensure it is left to the people you want it to be left to. Read here to learn what a living trust is and why it is an essential tool for planning and distributing your …
Yahoo Article: Why You Should Put Your House in a Living TrustRead More
Depending on how you plan, your will could contain information that may be surprising to your loved ones. There are situations in which, if you neglect to update your beneficiaries, your ex spouse could inherit your money. Read more here.
CNBC Article: Your Ex-Spouse Could Inherit Your Money.Read More
While over 33% of all adults in the US have a will, only 27.5% of Black Americans have one. The result is that Black Americans are missing out on the largest wealth transfer in history. Click here to read about why this is happening and how to begin to bridge this disparity.
CNBC Article: More than 70% of Black Americans Don’t Have a WillRead More
When creating our wills, it is easy to overlook the amount of assets and information we have on the web. Have you ever thought about what will happen to your social media accounts, frequent flier miles, subscriptions, and bank accounts? Click here to read more.
Did you know that modern directed trusts are one of the best ways preserve intergenerational wealth and flexibility? Read more here.
Wealth Management Article: Trust Planning in Unprecedented TimesRead More
As we age, it’s important to adjust our homes to our needs. Click here to read tips about home modification that support aging-in-place.
AARP Article: 10 Tips to Help Make Your Home Fall-Proof and Hazard-FreeRead More
