Category Archives: Estate Planning
Jun 13, 2024
Beware of the $599 Living Trust!
If you have been inundated with mailers and ads offering revocable living trusts at incredibly low prices, it is time to proceed with caution. Caveat Emptor – Let the buyer beware! In our practice, we frequently encounter clients who have purchased these discounted plans, only…
Mar 04, 2022
Taking the ‘Cryptic’ Out of Cryptocurrency in Estate Planning: Part I
Taking the ‘Cryptic’ Out of Cryptocurrency in Estate Planning: Part I Cryptocurrencies have a more important role in estate planning than they did a decade ago. Since Bitcoin was introduced over a decade ago, cryptocurrencies have steadily grown in acceptance. Recent surveys indicate that 10%…
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