Category Archives: Estate Planning

Jeff Ritchie

Mar 12 2018

Wealth Management Spotlight: 5 Ways Assets Can Be Titled


wealth-management-spotlight-5-ways-assets-can-be-titled

Often times, how an asset is titled will determine who will receive that particular asset at death. It is important for you to review with your attorney how your accounts or assets should be titled. Learn more about titling your assets: https://youtu.be/m2TdaYq8yBQ

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Vincent Gaffney

Feb 26 2018

Wealth Management Spotlight: Selecting an Executor or Trustee


wealth-management-spotlight-selecting-an-executor-or-trustee

When creating an estate plan many believe that the most important decision that they will make is who to choose as their beneficiary. But there is one decision that may be just as important and that’s who will serve as …
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Erin Grabe

Feb 12 2018

Wealth Management Spotlight: Starting Your Estate Plan


wealth-management-spotlight-start-your-estate-plan

Creating an estate plan – definitely not everyone’s favorite thing to do. It’s uncomfortable to talk about your own death and to make plans for it, but once a plan is in place, it should be a comfort to know …
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Jeff Ritchie

Jun 26 2017

Part 2 of 2: Examining Account Types – Payable on Death Accounts


An account that contains a “Payable on Death” (POD) designation is very different than an account just in your name.  You are strongly advised to consult with your estate planning attorney before adding or removing POD designations as changes may …
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Jeff Ritchie

Jun 19 2017

Part 1 of 2: Examining Account Types – Joint Accounts with Survivorship


Thinking about opening a joint account? Here are some items to consider when opening a joint account with survivorship with someone other than a spouse:

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Jeff Ritchie

Jun 22 2016

5 Estate Planning Documents You Should Consider


5 Estate Planning Documents You Need

There are a number of important legal documents you should consider when developing your Estate Plan. 

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Vincent Gaffney

Jun 08 2016

Why Your Estate Plan Should Include Provisions For Digital Assets


Estate Planning Digital Assets

What happens to your Facebook, iCloud, PayPalTM, Instagram, Gmail, or online financial statements after your death? These are known as digital assets, and the answer can be very complicated and worth considering in your Estate Plan.

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Jeff Ritchie

May 02 2016

4 Beneficiary Designation Questions for Your Estate Plan


beneficiary designation estate planning

Beneficiary designations can be an important component of an estate plan.  Some common assets allowing beneficiary designations include: life insurance contracts, retirement plans (IRA, 401(k), etc.) and financial accounts (checking, savings, brokerage, money market, etc.).  POD (payable on death) or …
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Tim Smith

Dec 09 2015

6 Ways to Start a Business Continuity and Succession Plan


business-continuity-and-succession-plan

As a business owner, deciding to transition to the “next owner” can be a difficult and complex process. You have put your blood, sweat, and tears into making your business a success and want to see it continue to thrive. …
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Erin Grabe

May 06 2015

Account Titling – The Good, The Bad, and The Misunderstood (Part 4 of 4)


Getting Started with Estate Planning

This is the final in a 4-part series on Estate Planning. An often overlooked (but extremely critical) aspect of Estate planning include account titling and beneficiary designations. These control who receives the account, regardless of what the Will or Trust states!

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