She found the notebook in the top drawer of her mother’s desk. Six pages, every account listed by hand. Username, password, recovery question, one after another. Her mother had been organized her whole life, and the notebook was proof of it. Then she tried to log in. The bank account asked for a six-digit code...Read More

As you celebrate the Fourth of July and everything it stands for, freedom, independence, and the pursuit of happiness, take a moment to appreciate the ultimate American liberty: the right to decide your own affairs, even after you die or if you become unable to make decisions for yourself. An estate plan, and more specifically...Read More

Whether it is called “The Great Wealth Transfer,” “The Silver Tsunami,” or another catchy phrase, one fact remains clear: an enormous amount of wealth will pass from Baby Boomers to younger generations over the next few decades. Many experts believe this will be the largest intergenerational transfer of wealth in history. Because no one knows...Read More

For many families, retirement accounts like 401(k)s and IRAs are their largest financial asset. In fact, these accounts hold about $21 trillion nationwide and often make up more of a household’s wealth than even their home. But here’s the problem. What happens to those accounts after you die is not always simple, and small mistakes...Read More

Your home may be your most valuable asset. If you’ve researched estate planning, you may have heard about the Lady Bird Deed and how it can help your home pass to your children without probate. Friends, online articles, and even some professionals often describe Lady Bird Deeds as simple, inexpensive, and effective. In many ways,...Read More