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Probate court

What is Involved in Probate?

POSTED ON: October 19, 2022 BY: Kyle Krull
Neither the probate court nor the probate process itself need be frightening. It is normal for people to have fears. Fear can be healthy and protective. It encourages people to be cautious and careful. One common fear is becoming entangled with the probate court and its process. According to a recent Investopedia article titled “What […]
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Cryptocurrency

How Do I Protect and Transfer Cryptocurrency?

POSTED ON: April 12, 2022 BY: Kyle Krull
Cryptocurrency should be included in estate planning. I know I have posted more than a few blog post on this subject of late. However, cryptocurrency has been in the news quite a bit lately. Generally speaking, the meaning of "currency" has changed throughout the years. Early in human history, people bartered goods and services for […]
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Bank Account Access

Should I Provide Bank Account Access to My Children?

POSTED ON: November 5, 2021 BY: Kyle Krull
Giving bank account access should be carefully considered prior to taking action. As children become adults, they get to know their parents in new ways. Although parents will always be parents and children will always be children, the relationship begins to resemble more of a peer relationship at the functional level. Parental advice becomes less […]
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Should I Add Beneficiaries to My Investments?

POSTED ON: July 9, 2020 BY: Kyle Krull
Take the time to add beneficiaries to your investment accounts. You have several investment accounts. Some of these accounts may be earmarked for retirement. Others may be used to reach financial goals like purchasing a home or car. When you die, money may remain in these accounts. According to a recent The Street article titled […]
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What is Role of Successor Trustees?

POSTED ON: February 7, 2020 BY: Kyle Krull
Successor trustees carry significant responsibilities. You have been named a successor trustee. The problem? You are not sure what this means. Relax, many people asked to be trustees do not know the responsibilities involved. According to a recent nwi.com article titled “Estate Planning: The role of a successor trustee,” you are not alone. First, you […]
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