A Journey Through Time: A Brief (3,777 Year) History of Estate Planning
Understanding the history of estate planning, starting from the world’s first recorded set of laws, allows us to appreciate the long-standing human desire to protect and pass on assets. It’s not just a legal requirement but a historical practice that has been essential to the human experience for thousands of years.
Where to Store Estate Planning Documents? (7 Best Practices and Tips)
Have you ever wondered “Where should I store my estate planning documents?” If so, you’re not alone. In this blog post, we’ll delve deeper into the best places to store your estate planning documents.
California Estate Planning When Death is Imminent (8 Steps to Deploy)
Everyone hopes to live a long life and slide gracefully into a peaceful old age.
Unfortunately, a sad end to someone’s life has been known to arrive unannounced and sometimes in a hurry.
In this blog post, we will explore the different legal documents that should be put in place for effective estate planning when death is imminent.
Estate Planning for Millennials: A Helpful Roadmap to Secure Your Wealth in 2023
With an estimated population of 72.24 million, Millennials emerged as the largest generational cohort in the United States in 2022.
What Happens to My Airline Miles When I Die? (Simple Steps to Secure in 2023)
Ever wonder what will happen to your hard earned airline miles if you die? Read on to find out.
What is a Trustee? 8 Trustee Power Explained Super Simply!
If you’re stepping into the world of estate planning, understanding the pivotal role of a trustee is like discovering the key to a treasure trove.
Estate Planning for Dentists: Safeguard Your Dental Practice and Secure Your Legacy ( 6 Tips)
Proper estate planning for dentists is a crucial responsibility and, when done correctly, ensures your dental practice’s longevity. It preserves your legacy, safeguards your loved ones, and maintains patient care continuity. Ensure you consult with an experienced attorney for a comprehensive dentist trust.
Estate Planning for Bitcoin in 2023 | A Simple Guide to Fund a Trust with Bitcoin
If you are a holder of Bitcoin, this article will help you to understand how to fund a trust with Bitcoin as well as the benefits of estate planning for Bitcoin.
Supercharge Your Estate Plan with HIPAA Authorization: The Ultimate 2023 Guide
Simply put, a HIPAA Authorization is a document where a person allows a medical provider to share their health information with a 3rd party without violating federal HIPAA regulations.
California Revocable Living Trust (Your New Ultimate Guide in 2023)
Do you want to ensure that your assets are protected and distributed according to your wishes after you pass away? One estate planning tool that you may want to consider is a revocable living trust.
A living trust is a legal document that can help you avoid probate, minimize estate taxes, and provide for your loved ones. In this blog post, we’ll discuss what a living trust is, how it works, and the benefits of creating one.