Topics
Topic:
Estate Planning
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Estate Planning for Online Accounts & Digital Media
We tend to overlook the amount of information and possible assets we have located on the web – social media and networking websites (Facebook, Instagram, LinkedIn), frequent flier miles, online credit card and bank accounts, subscriptions, photos, etc. What happens to all of this information and store of value when we pass away? Most family…
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Navigating the Death of a Loved One
The death of a loved one can be devastating and emotionally overwhelming. Over the coming weeks and months, you will be faced with unfamiliar but important decisions. Employ the help of loved ones and trusted advisors to assist with these responsibilities. Please remember that many people, such as family, friends, and professional and spiritual advisors,…
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Special Needs Planning: Resources and Items to Consider
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Evensky & Katz / Foldes
Special needs planning is often narrowly thought of as simply creating a special needs trust. However, depending on the individual’s situation and needs, it may require much more. This article will focus on the resources and strategies available to those with special needs and their families who care for them. Childhood Federal legislation requires local…
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Umbrella Insurance – Do I Need It?
You might think your home and auto insurance offer more than enough coverage, but if you’re wrong, one very bad day could wipe out your wealth. That’s what an umbrella policy is designed to prevent.
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Umbrella Liability – Do I need it?
Umbrella liability insurance is a type of liability insurance available to individuals and companies protecting them against claims above and beyond the amount covered by their primary policies. If your liability coverage isn’t enough to cover the damages of an accident or an incident on your property, a personal umbrella insurance policy kicks in when…
