Tips for Safely Storing Estate Planning Documents

Once you have a complete estate plan, don’t forget to make sure those documents are safely stored and available to access for when the time comes. You need to make sure that the documents are stored safely and that the correct people know how to find them. Here are...

Understanding Your Credit Score: What Really Matters

A credit score is more than just a number- it is a snapshot of your financial health, shaped by five categories: payment history, amounts owed, length of credit history, pursuit of new credit, and credit mix. Understanding how these factors work is important for...

Beyond A Will – Unlock the Power of a Full Estate Plan

Traditionally, people believe that they only need a Will to properly pass on their assets to their family when they are gone. A Will is, typically, the first thing they think of when considering options for protecting their assets and family for when they pass. ...

Key Legal Steps for a Stress-Free Vacation

Everyone looks forward to a vacation! It offers a chance to step away from the chaos of day-to-day life and relax. However, before embarking on your trip, there are certain legal documents you can create to ensure that you can have a worry-free experience. 1 Tell...

Estate Planning for Digital Assets

When we think of estate plans, we typically focus on those belongings we think of as having monetary value. Normally we consider both your ‘real property’ (land, homes, buildings) and ‘personal property’ or ‘tangible’ (‘touchable’) assets such as jewelry, artwork,...

Including Digital Assets in Your Estate Plan

Because of the shear volume of your online and digital assets, it might take some time to generate a complete inventory, but it is worth the effort. In the event of your death or incapacity, either your estate planning attorney or another trusted person should be...

Planning for Your LLC After Death

What happens to your LLC when you die? An LLC (Limited Liability Company ) can be an important asset protection and estate planning tool. But what happens to the LLC after your death? A Limited Liability Company (LLC) is a simple and adaptable business structure...

Next Steps for Digital Asset Estate Planning

Next Steps for Your Digital Assets Talk to your estate planning attorney about your digital assets and successors. Have a conversation with those persons you are considering appointing as successors about their ability and willingness to handle your digital assets. ...

What Are Digital Assets?

Digital Assets: What Are They? Think about your family photos and videos. In the past we all had shelves of video tapes and photo albums full of our most precious memories. Now, instead of photo albums, videotapes, and DVDs, most of our family photos and videos are...

Estate Planning – The Critical Documents

What are the most critical documents to have drafted when developing an estate plan? When you visit your attorney to create an estate plan it’s a good time think about all of the ‘loose ends’ that you can wrap up and include. You attorney should, at a minimum, offer...

The Real Estate Radio Report – With Tony Mendes

The Real Estate Report with Tony Mendes

Ready to get started?