Julia Rice - Estate Planning and Administration
04/20/2020
Make Sure to Include Digital Assets in Your Estate Plans Among other things, beneficiaries can be blocked from accessing accounts and credit-card points and frequent-flier miles may be lost
11/27/2018
This is a nice summary outlining common estate planning mistakes.
7 Big Estate Planning Mistakes - Relying Only On A Will Estate planners see a high percentage of clients with the same mistakes in their plans. The odds are your plan has one or more of these mistakes, especially if it hasn't been revised in the last three years.
06/28/2018
This is an excellent article regarding the hybrid long-term care policies.
Long-Term-Care Insurance Isn’t Dead. It’s Now an Estate-Planning Tool Insurance policies that combine long-term-care coverage with a potential life-insurance benefit are called “hybrids,” and they are reshaping the long-term-care niche of the U.S. insurance industry just as it had appeared headed for obsolescence.
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