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How Does Cryptocurrency Work in an Estate Plan?

Crypto assets can be lost forever without proper storage and estate planning. When it comes to cryptocurrency, safe and secure transfer is paramount, meaning basic estate planning documents, like a will, often won't be enough.

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attorney jeff coleman

What Do Elder Law Attorneys Do?

Elder law attorneys can help with a long list of legal matters that seniors often face…

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Should I Ask Mom and Pop about Their Finances?

There are now more than 70 million Baby Boomers in the U.S. However, millions of adult children may not be prepared to make important decisions about their parents’ future if necessary, because of a lack of knowledge about their parents’ finances.

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recently divorced

Do People Get Divorced after Age 65?

A divorce almost always comes with emotional, personal and financial complications. However, a divorce late in life also adds a level of complexity to your estate and tax plan.

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Financial-Loss

Can I Give My Child Access to My Bank Account? Should I?

Would your loved ones have necessary access to your bank accounts after you die to help carry out your last wishes and handle arrangements?

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What Should Small Business Owners Know about Estate Planning?

Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.

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What Does It Mean to Be an Adult’s Legal Guardian?

To say there’s intense international interest over how pop star Britney Spears lost control of her estimated net worth of $60 million, as well as most of her personal and medical decisions, would be a gross understatement.

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Should I Delay Filing for Social Security?

In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first – or you might regret it.

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What Items Should Not Be Stored in a Safe Deposit Box?

Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.

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How Can I Conduct a Family Meeting about Family Wealth Planning?

When there is a large inheritance at stake (or even when there isn’t), it is a great idea to get everyone on the same page. A family meeting can make that happen, and it can even be enjoyable.

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