Posts Tagged ‘trust’
Immediate Action Items When Settling Your Parents’ Estate
Immediate Action Items When Settling Your Parents’ Estate Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Losing a parent is never easy. There is no way to truly brace for the emotional…
Read MoreGuest Blog – Passing Down the Family Cabin
-Guest Blog- Passing Down the Family Cabin: Questions Before Meeting with an Attorney Written By: Attorney Elizabeth B. Taylor, Walden, Neitzke & Taylor, s.c. Passing down a family cabin is…
Read MoreRevocable Trusts: Fact vs. Fiction
Recently, Rebecca Simoni, a Shareholder in von Briesen & Roper’s Trusts and Estates Section, wrote a great article on revocable trusts. A revocable trust is a commonly used estate planning…
Read MoreGuest Blog – ‘How To’ Estate Planning for Digital Assets
‘How To’ Estate Planning for Digital Assets By Brenda A. Schlais, Estate and Wealth Planning Attorney at Angermeier & Rogers, LLP Password Problems A woman, whose husband had…
Read MoreEstate Planning at Different Stages of Life
By Kevin Reardon CFP® Different Life Stages Require Different Types of Estate Planning When I started my career, there was an overriding belief that Estate Planning was just for ‘rich people.’…
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