Category Archives: Estate Planning

Gray Divorce and Estate Planning Considerations – What You Need to Know

Author – Kelley Bannon Lashley I recently partnered with our friends at Zonder Family Law Group to explore the estate planning implications of “gray divorce” – a divorce involving spouses over 50. Following is a recap of the blog, but to get all of the details and read the complete article, click here. Couples facing…

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Navigating Emergencies with College Bound Kids

Author – Kelley Bannon Lashley As my own daughter is heading off to college this Fall, I’ve encountered many checklists aimed at preparing her for this journey into adulthood. However, I haven’t seen one that prepares parents for an emergency health crisis with their child. As an estate planner, it’s not unusual for me to…

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Inherited IRAs – No Longer the Bargain They Used To Be

Author – Kristen Terranova Planning to leave your retirement accounts to your kids or grandkids? It may be time to revisit your estate plan. For decades one of the key tools in estate planning was to build up wealth in tax-favored retirement plans, which could then be passed on to the original owner’s descendants. Known…

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Have You Included Your Digital Assets in Your Estate Plan?

Author – Aubrey Lerner Estate planning typically includes setting up a will, trust, financial power of attorney, and health care directive. But what about your digital assets? Practically speaking, the best way to deal with them is to make a list. Digital assets can include your social media accounts (Facebook, Instagram, Twitter, Snapchat), pictures, and…

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