Monthly Archives: August 2023
![Things to do when a loved one dies Things to do when a loved one dies](https://www.mcdonaldesq.com/wp-content/uploads/2023/08/AdobeStock_349411371-150x150.jpeg)
Bills and Services to Cancel—and Keep—When a Loved One Dies
A loved one’s passing is challenging on many different levels. In addition to the emotional difficulty of processing someone’s death, there are also many things to do when a loved one dies, such as going through their various accounts and taking the necessary steps to cancel them or transfer ownership. Most people subscribe to… Read More »
![This information should never be included in your estate planning documents! This information should never be included in your estate planning documents!](https://www.mcdonaldesq.com/wp-content/uploads/2023/08/AdobeStock_61396442-150x150.jpg)
What Not to Include in Your Estate Planning Documents
One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved ones when you pass away. For this transfer to be as stress-free and efficient as possible, it is crucial that estate planning documents be thorough and provide the necessary information. Nevertheless,… Read More »
![The purpose of a devise in a will The purpose of a devise in a will](https://www.mcdonaldesq.com/wp-content/uploads/2023/08/AdobeStock_571130958-150x150.jpeg)
What Is a Devise in My Estate Plan?
If you are thinking about creating an estate plan, you may hear some new and confusing terms that make your brain hurt. To add to your bewilderment, not only are some of the words unfamiliar, they may also be homophones—words that are pronounced the same as other words, but have different meanings and spellings…. Read More »
![Estate planning considerations for self employed individuals Estate planning considerations for self employed individuals](https://www.mcdonaldesq.com/wp-content/uploads/2023/08/AdobeStock_150571852-150x150.jpeg)
Three Important Concerns Self-Employed Individuals Should Address
Being self-employed is no easy task. You are the owner, and in some cases, the only employee. While you may have more freedom than the average worker, a lot of responsibilities lie on your shoulders. Working together, we can craft a comprehensive estate plan that will help you address three important concerns you may… Read More »
![Why you need a digital estate plan Why you need a digital estate plan](https://www.mcdonaldesq.com/wp-content/uploads/2023/08/digital_estate_plan-150x150.jpg)
What Happens to Your Venmo, PayPal, and Apple Pay Accounts Upon Your Death?
It has been said that nothing ever dies on the Internet. While this dictum is typically used as a warning that what we put online may come back to haunt us, it is also true that our online accounts can outlive us, and even live in perpetuity. Having a digital estate plan that makes… Read More »