Episode 211 – Most, if not all of us, own several forms of digital assets in the form of online accounts. These assets must be included in your estate plan. Failure to do so may result in the loss of financial value or sentimental and legacy value.
Episode 195 – Estate and gift taxes are financial considerations only for the wealthy, right? Maybe, maybe not! It depends!
Episode 190 – Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing is not going to work.
Episode 179 – The word “irrevocable” sounds so formal and final. Fortunately, in the world of estate planning, particularly in today’s modern times, irrevocable does not truly mean irrevocable.