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Revocable or Irrevocable Trust – which one is for you?
  • Post author:Sotera Anderson
  • Post published:January 23, 2023

Revocable or Irrevocable Trust – which one is for you?

You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. And, if you…

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  • Why Every Adult Needs a Living Will
    • Post author:Sotera Anderson
    • Post published:January 16, 2023

    Why Every Adult Needs a Living Will

    When it comes to estate planning you have a variety of options for legal documents. The most common of these options is a “last will and testament,” which is also…

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  • Debt, Creditors And Your Estate Plan
    • Post author:Sotera Anderson
    • Post published:January 9, 2023

    Debt, Creditors And Your Estate Plan

    What Happens To Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt when you (or they) die? Well,…

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  • 3 Essential Questions To Ask Before Creating Your Will Online
    • Post author:Sotera Anderson
    • Post published:January 2, 2023

    3 Essential Questions To Ask Before Creating Your Will Online

    If you are looking to create your will, online, you’ll find dozens of websites that let you prepare a variety of estate planning documents for very little money, and even…

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  • Green Funerals – 6 Eco-Friendly Options
    • Post author:Sotera Anderson
    • Post published:December 19, 2022

    Green Funerals – 6 Eco-Friendly Options

    The environmental costs of death are significant and constantly rising. With 8 billion people on the planet right now—all of whom have bodies that die and must be disposed of—we…

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  • Is the Coming Wealth transfer a Blessing or a Curse?
    • Post author:Sotera Anderson
    • Post published:December 12, 2022

    Is the Coming Wealth transfer a Blessing or a Curse?

    Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous amount of wealth will pass from Baby Boomers…

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  • Year-End Tax-Saving Strategies for 20222
    • Post author:Sotera Anderson
    • Post published:December 5, 2022

    Year-End Tax-Saving Strategies for 20222

    Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-saving strategies. By taking action now,…

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  • How Will A Recession Affect Your Family?
    • Post author:Sotera Anderson
    • Post published:November 28, 2022

    How Will A Recession Affect Your Family?

    As you’ve surely heard by now, we’re in the midst of great economic shifts, including a recession. The collapse of the crypto market, the roller coaster that is the stock…

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  • Disability Insurance – 7 Issues To Consider
    • Post author:Sotera Anderson
    • Post published:November 21, 2022

    Disability Insurance – 7 Issues To Consider

    If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or injury, disability insurance…

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  • Managing Digital Footprint After Death- Part 3
    • Post author:Sotera Anderson
    • Post published:November 14, 2022

    Managing Digital Footprint After Death- Part 3

    If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by…

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