by Matthew Murillo | Mar 1, 2019 | Estate Planning, NLBM, PFL
Even if you put a totally solid estate plan in place, it can end up proving worthless if it’s not properly updated. Estate planning is not a one-and-done type of deal: It should continuously evolve along with your life circumstances. No matter who you are, your life...
by Matthew Murillo | Feb 21, 2019 | Estate Planning, NLBM, PFL
Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death, your IRA will pass directly to the people you named via your IRA beneficiary designation form. Unless you take extra steps, the named...
by Matthew Murillo | Feb 14, 2019 | Estate Planning, NLBM, PFL
The recent death of the CEO of QuadrigaCX, a major cryptocurrency exchange in Canada, demonstrates a basic, yet often-overlooked, tenet of effective estate planning: In the event of your incapacity or death, if your heirs don’t know how to find or access your assets,...
by Matthew Murillo | Feb 7, 2019 | Estate Planning, NLBM, PFL
In the first part of this series, we discussed how today’s children are increasingly influenced more by their peers than their parents. In today’s society, the once-unbreakable bond between parent and child is being increasingly eroded. This disconnect is wreaking...
by Matthew Murillo | Feb 1, 2019 | Estate Planning, NLBM, PFL
Have you ever felt that the unbreakable bond you once had with your children is seriously eroding? It can feel as if the very foundation of your relationship is falling apart. It may feel like you can no longer communicate with your kids. No matter how hard you try,...
by Matthew Murillo | Jan 24, 2019 | Estate Planning, NLBM, PFL
Imagine this… You are an elderly grandparent who lives alone. You get a call in the middle of the night from your college-aged granddaughter. She’s frantic and crying, telling you she was mistakenly arrested while vacationing in Cancun. She says she needs you to pay...
