Shocking to most people, your retirement accounts can be seized once they pass to your loved ones. During your lifetime, your retirement funds enjoy protection from creditors, meaning they can’t be taken in a lawsuit. Unfortunately, as soon as retirement accounts are inherited, the protection evaporates. This means your hard...

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: ...

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...