LIVE WEBINAR: Getting Started with Estate Planning

money

Do I Need a 529 Education Savings Plan?

Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. However, did you know that a 529 can also be a powerful estate planning tool?

Read More »
Probate

Conservatorship vs Guardianship

The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.

Read More »
cryptocurrency

Estate Planning and Cryptocurrency

Digital assets have been around for quite some time. However, they seem to be dominating headlines again this year. In part, you can thank high-profile figures, such as Elon Musk, for promoting cryptocurrency, or music artist Grimes for selling $6 million in NFTs.

Read More »
estate planning

What is the Difference between a Trust and a Will?

No one relishes the thought of the day they pass away and leave all their worldly possessions behind. However, it’s a certainty that no one can avoid. Thankfully, you have options for planning for what happens to your estate, including a will or a family trust. Find out the difference between these two options.

Read More »
lgbtq

Same-Sex Couples and Estate Planning?

Some people might assume that estate planning is only for the wealthy. However, the reality is that anyone can, and should, engage in estate planning, regardless of wealth. Although creating an estate plan for same-sex couples isn’t totally different than for heterosexual couples, there are some considerations that are unique to same-sex couples.

Read More »
Sort By Category

I Want to Speak With An Attorney

Book an available time now to speak with our attorney at Tagre Law Office

Subscribe Now!

Get regular article and newsletter updates sent directly into your inbox