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The Role of Life Insurance in Estate Planning

When it comes to how to distribute assets in your estate plan, life insurance may not seem relevant at first. Life insurance can, however, be an effective, integral part of a thoughtful estate plan. Besides providing a large sum of…

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Changing Wills and Estate Plans for Widows and Widowers

Grieving the death of a spouse is an emotionally, spiritually, and financially difficult experience. One spouse often handles family taxes and estate planning, and the widow(er) may have a complex financial situation that leaves her with more questions than answers.…

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Incorporating Cryptocurrency into Your Estate Plan

When it comes to digital assets, traditional estate planning elements are mostly obsolete. In the form of cryptocurrencies like Bitcoin and non-currency blockchain tokens, crypto assets may comprise a significant individual wealth. Your estate plan must address the complex challenges…

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Writing Letter of Instruction for Your Estate Plan

Whether you are starting from scratch or have an estate plan in place a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about you.…

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