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Why You Should Update Your Estate Plan Before Heading South for the Winter
Why You Should Update Your Estate Plan Before Heading South for the Winter

For many snowbirds, cooler weather means it is time to head south. If you are thinking about heading for warmer weather this winter, there are a few things you should consider before hitting the road. Which state do you consider your home? If you split your time between two ...

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Recent Posts
  • Why You Should Update Your Estate Plan Before Heading South for the Winter

    For many snowbirds, cooler weather means it is time to head south. If you are thinking about heading for warmer weather this winter, there are a few things you should consider before hitting the road. ...

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  • Renting Your Winter Home? Read This First

    Retreating to a warmer climate for the winter may sound like an ideal way to spend a few months. To help make this dream a reality, some individuals choose to rent out their second homes when they are ...

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  • Why Your College-Bound Child Needs an Estate Plan

    When a child is preparing to leave for college, both the student and the parent may face a period of uncertainty. For many students, college is their first experience living independently. That ...

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  • What Happens to Your Rewards Points When You Die?

    If cash is king and credit is queen, digital rewards points may just be the wildcard of your household finances. While cash represents immediate purchasing power and credit offers leveraged liquidity, ...

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  • Protecting Your Intellectual Property in Your Estate Plan

    Your money, home, and vehicles are not the only assets that should be addressed in your estate plan. You should also consider your intellectual property, including any rights and income associated ...

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  • What to Ask Before Naming a Fiduciary

    A comprehensive estate plan does more than direct who will receive your money and property after your death. It also provides instructions for managing your affairs during your lifetime and identifies ...

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