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HomeInventory

Posts in category: Inventory

An Estate Planning Bucket List

October 16, 2014
Estate PlanningFinancesInventoryWealth

Have a bucket list? Want to jump out of a plane? See the Pyramids? http://gty.im/185550597 An article on investopedia.com has a list of things to do before you die, but they all have to do with estate planning. The story lists 16 things. We will

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Your Parents’ Possessions May Be Hard To Get Rid Of

April 24, 2014
Asset DistributionEstate AdministrationInventory

When your last parent dies, you will have to go about the job of selling his or her house. But that may be easy, compared to getting rid of the possessions that fill the house. A story in The New York Times says it can take way more time to sell or get

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Don’t Take Your Passwords and Assets to the Grave

April 22, 2014
Digital AssetsEstate PlanningInventory

So you've seen a trusted estate planning attorney and created your estate plan.   Then you shared your relevant estate planning choices with your family.   Now what? Now it is time to get organized. (Photo credit: Wikipedia) In this digital age, it

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Important Estate Planning Step: The Personal Inventory

May 9, 2013
Estate PlanningInventory

Even for those who have a valid estate plan in place, certain crisis situations may render the estate plan impractical when family members or loved ones are forced to quickly step in and take the reins of your life. A recent article suggests taking a pers

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  • What We Do
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  • Get Educated
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