24 Nov Your Cyber Legacy: 3 Tips for Your Digital Assets

When you are putting together or updating your estate plan, there’s an entire category of commonly-overlooked assets to consider – digital assets. Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common and, luckily, easy to correct. What are digital assets? They include: ...

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22 Nov What To Do After a Loved One Dies

If you've been appointed an executor of a loved one's estate, or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out of town and (eventually) meeting with a trust administration...

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19 Nov Stress Test Your Estate Plan

So you’ve done the hard work of establishing an estate plan. Good on you, as my wife's Australian relatives say. However, you still have serious work to do to ensure that the strategy you’ve selected will maximize your peace of mind and protect your legacy. Estate plans are living, breathing creations....

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23 Oct 7 Critical Considerations to Keep In Mind When Passing Down a Family Vacation Home

Are you planning on passing down a family vacation home to your children, or did your parents leave you and your siblings that second home in the mountains or by the lake where you spent so many of your childhood years? If so, you should be aware that real estate, even (maybe especially) vacation real estate, can become a source of substantial family discord that can leave lingering resentment, even in the best of families. For this reason, family cottage succession planning is essential to preserving family unity and in ensuring that your and your family’s interests and wishes are protected.
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