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Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for June, 2012

Health Savings Accounts

by Antoinette Bone on Jun 20, 2012 Posted on Our Blog

 In addition to being a viable option to reduce health care costs, Health Savings Accounts (HSAs) can positively affect estate plans because they grow on a tax-deferred basis. This article describes how an HSA works and the benefits it provides. It also compares HSAs with IRAs in regard to estate planning. HSAs:  Dual benefits in […]

Estate Planning for Digital Assets

by Antoinette Bone on Jun 6, 2012 Posted on Our Blog

 Today, many people conduct their transactions online and have accumulated significant “digital assets” that require special consideration in their estate plan. This article looks at how the lack of a paper trail can create problems after a person dies in terms of both locating and accessing assets. It also provides suggestions for securely documenting such […]