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Overlooking This Basic Part of Your Estate Plan Can Be Tragic

Overlooking This Basic Part of Your Estate Plan Can Be Tragic

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,...

Reclaim Your Role as Your Child’s Primary Influence—Part 2

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...

Reclaim Your Role as Your Child’s Primary Influence—Part 1

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,...

Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam

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...

Use Estate Planning to Ensure Your Family Isn’t Stuck Paying For Your Funeral

by Matthew Murillo | Jan 17, 2019 | Estate Planning, NLBM, PFL

With the cost of a funeral averaging $7,000 and steadily increasing each year, every estate plan should include enough money to cover this final expense. Yet it isn’t enough to simply set aside money in your will. Your family won’t be able to access money left in a...
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