Checklist for Handling Financial Matters After a Loved One Dies

Losing a loved one is overwhelming, and handling financial matters can feel daunting. This checklist walks you through key financial steps to help you navigate this difficult time.

Estate PlanningParkshore Wealth ManagementMarch 1, 2025Probate, Will, Trust, Beneficiary, Estate Taxes, Income Taxes, Step-Up, Inheritance, Retirement Accounts, Wealth Transfer, Fiduciary

Should I Sell My House While Prices Are High?

Questions to ask yourself before you cash in on a hot housing market.

Estate PlanningParkshore Wealth ManagementJanuary 13, 2022Digital Assets, Online Accounts, Tax Planning, Will

Best Ways to Leave Real Estate to Your Heirs

Here are some of the ways you can leave your home and other real property to your children and grandchildren.

Estate PlanningParkshore Wealth ManagementDecember 15, 2021Real Property, Real Estate, Family Home, Vacation Home, Will, Living Trust, Transfer on Death, Deed

What Is a Fiduciary Advisor, and How Do I Know If My Advisor Is One?

It can be shocking to learn that a financial advisor isn't required to do what’s best for their clients. But, unfortunately, that’s the case for many financial professionals.

Estate PlanningParkshore Wealth ManagementOctober 1, 2021Digital Assets, Online Accounts, Tax Planning, Will

Have a Facebook Account? You Need a Digital Assets Estate Plan

Digital assets should be a part of everyone’s estate planning.

Estate PlanningParkshore Wealth ManagementSeptember 1, 2021Digital Assets, Online Accounts, Tax Planning, Will

The COVID-19 Wake-Up Call: Is Your Estate Plan in Order?

Let COVID-19 be a wake-up call. Follow these steps to get your estate plan in order.

Estate PlanningParkshore Wealth ManagementAugust 27, 2020COVID-19, Coronavirus, Will, Trust, Beneficiary, Power of Attorney, Advance Directives