Category: Estate Planning

I received a question from a lady regarding her 87-year-old mother-in-law asking if she qualified for a property tax exemption? OUCH! Her mother-in-law has missed the opportunity to save perhaps hundreds or thousands of dollars over the past twenty-two years. Here’s an excerpt taken directly from the State of Alabama web site: I AM OVER […]

The good news is you have a will that outlines what happens to your stuff at your death.  One question that people often overlook is, “Do I need a trust” for a portion or all my assets?  Most wills don’t include trusts and leave assets outright to a spouse or children.  But in many cases, […]

So far, in this series, we’ve covered Investments, Taxes, and Insurance.  Now let’s look at estate planning with an emphasis on digital assets. Most people understand the importance of having a basic estate plan in place.  Unfortunately, at least one-third of American adults don’t have one.  The reasons vary, but the most dominant is procrastination.  […]