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Transferring Weapons in an Estate

One of the most difficult challenges in Estate Planning is the handling the transfer of firearms.  While tangible assets in general create their own challenges, passing along firearms comes with its own challenges. Guns are one of the most regulated items in our country. Contrary to popular belief, guns have very strict federal and local regulations. Here are some practice tip to consider when handling firearms within an estate plan.

Yourefolio and Inter Vivos PLLC Create Strategic Partnership

In an effort to provide advisors with more tools and services for their practice, Yourefolio™ and Inter Vivos PLLC are partnering to connect estate planning attorneys with financial advisors for easier collaboration amongst professionals.

Yourefolio™, the leader in estate and legacy planning software for financial professionals is now able to offer a direct connection to estate planning attorneys in every state in the U.S. through Inter Vivos.

Is There a Lost Inheritance Out There for You?

You have probably read the articles.  Millions of dollars go unclaimed every year. Are you entitled to unclaimed funds?  It is no secret that millions of dollars go unclaimed due to a variety of circumstances.  Those circumstances may be moving, leaving an unknown pension benefit behind or a change in name.  Whatever the reason, it does happen from circumstances we have created and should be aware of.