Latest articles by Emily Parker Beekman
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How Should Your Children Inherit? 4 Scenarios Where ‘Equal’ Is Not Appropriate
Equally sharing the wealth among the kids isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
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Making a Killing in Cryptocurrency? There’s a Tax on That
If you sell it, capital gains (or losses) kick in, and if you gift or inherit a lot of it, the IRS might want a piece of the action.
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Got Cryptocurrency or NFTs? They Need to Be in Your Estate Plan
cryptocurrency Handled incorrectly, these popular assets could go poof. You need a password-sharing plan, a plan for naming beneficiaries and possibly a trust.
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Your Vacation Home Needs an Estate Plan!
estate planning There are several ways to pass on a vacation home down to your loved ones, and they all come with some pros and cons to consider.
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TOD Accounts Versus Revocable Trusts – Which Is Better?
savings Both help you pass down assets while avoiding the time and expense of probate, but one comes with a lot more flexibility than the other.
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