Do you need a Living Trust?
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More Privacy. More Control. Quicker distribution to beneficiaries.
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Financial Blog For Busy Professionals & Impact Investors
How to Title your Assets
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How should you title your assets? This guide will help you understand your options,
Read MoreIf Something Happens to You, What Happens to Your Pet?
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Many people expect that a family member or friend will care for their pet if something happens to them. While that would be an ideal situation, sometimes the owner has reasons to believe that will not be possible.
Read MoreWhen you don't have an obvious beneficiary for your money... [video]
/![When you don't have an obvious beneficiary for your money... [video]](https://images.squarespace-cdn.com/content/v1/5c1b1a77e17ba3747352f631/1706919567005-MZ0X49YHC83ROBDU8K53/Ask+Linda+%285%29.png)
When you don’t have an obvious beneficiary for your money…
Read MoreDigital Estate Planning
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Many of us have a plan for our home, 401k, and IRAs in the event of our passing. What about digital assets, such as emails, texts, social media, airline miles, cryptocurrency, music files, and photos?
Read MoreWhy You Need to Ask Your Parents: "What's your estate plan?"
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Many people have ‘something’ with regard to estate planning, but often what they have is not complete, not updated, or not sufficient. Children can play an important role by helping their parents get their affairs in order. Given that this could potentially be a tough conversation, here are some questions to get you started.
Read MoreIt's Time to Check Capital Gain Distributions
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Many people learn about capital gain distributions when they file their taxes. Rather than wait for the surprise, I show you how to proactively prepare for the tax impact or take action to avoid it.
Read More6 Estate Planning Mistakes to Fix Now
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Estate Planning is something we all need to do regardless of net worth or personal situation. Your loved ones bear the burden of your mistakes - whether that is high probate fees, delays in receiving their inheritance, or hurt feelings that can destroy relationships. Here are the most common mistakes and how to avoid them.
Read MoreAsk Linda: What does "rising yields" mean?
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Dear Linda, I keep reading that bond yields are spiking. I am curious about what that means. Is it a good or bad thing?
Read MoreKnow a teenager working their first summer job? Tell them to do this... [video]
/![Know a teenager working their first summer job? Tell them to do this... [video]](https://images.squarespace-cdn.com/content/v1/5c1b1a77e17ba3747352f631/1707253147437-65I50B3QWB8GW6JXJG5Q/First+Summer+Job.png)
If you have a teenager in your life that is working their first summer job, talk to them about this money strategy.
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