Author - Elizabeth Bernhard

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Estate Planning: Not Just for the Uber-Rich
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5 Tips to Protect Yourself from Identity Theft

Estate Planning: Not Just for the Uber-Rich

THURS, FEB 8th, 2018

Everyone needs an estate plan regardless of financial situation. Such plans range from short simple documents to complex series of interlocking trusts, partnerships and wills. It all depends on the nature of the estate and desires of the family.

When done right, estate planning is more than a plan to transfer assets at death or a way to avoid tax, but rather a structure for families to transfer values to the next generation. Estate planning documents let you make your wishes known both for yourself and your loved ones during life, in the event of incapacity, …

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5 Tips to Protect Yourself from Identity Theft

FRI, NOV 10th, 2017

With the recent Equifax security breach which affected approximately 145.5 million consumers, here are 5 things you can do to help protect yourself from identity theft:

1. Get a free credit report every year from each of the 3 major reporting agencies (Equifax, Experian, and Transunion). You can stagger them to get one report every 4 months. Review the reports for accuracy to make sure there are no mistakes or fraudulent lines of credit.

2. Setup a fraud alert. A fraud alert on your credit report will notify lenders and creditors to take an extra step …

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