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 196 – Single parents must have their financial house in order, through insurance, financial and estate plans, to ensure that they protect their sources of income, existing assets and their children.
Episode 125 – Do you know what a Holographic Will is? Here’s a hint: Larry King used one. But that doesn’t mean you should.
Episode 124 – You may not be wealthy enough to be subject to federal estate taxes upon your death, but your state may have other ideas.
Episode 123 – Business owners and high-net-worth individuals subject to federal or state estate and inheritance taxes should look into life insurance in an irrevocable life insurance trust for estate tax liquidity and to replace wealth lost to taxes.