How Safe Is Your Safe Deposit Box?

Watch this video on YouTube I have routinely recommended that people use a bank safe deposit box to store valuable papers and small assets. These include documents like wills, trust documents, ethical wills, and unrecorded deeds. Valuable assets would include...

Tips on Insuring and Distributing Your Collections

There is much to be considered with your valuables under the new tax code.  Mary Pilon  from The Wall Street Journal discusses the many tax issues that could arise when settling estates and different ways to handle them.  She writes, “under current law, heirs of...