Why is a Digital Estate Plan Important? In today's digital age, the digitalization of estate planning is crucial as a significant part of our lives and assets exist online. This article will explore the importance of including digital assets like social media...
The Sandwich generation refers to a generation of people who are simultaneously caring for their aging parents and their children. This group often feels “sandwiched” between the needs of their parents and their children and may face challenges in balancing caregiving...
Part of every good estate plan is a life plan - and part of that life plan is planning for the unexpected. Lucky for us, like the communicator, ensured Captain Kirk's survival; the iPhone and Galaxy Phone are stellar additions to our electronic arsenal. In the modern...
In the era of digital subscriptions, keeping tabs on services that automatically renew can be a challenge. However, fear not – we've compiled a guide to help you reclaim control over your subscriptions. From user-friendly tools to convenient services, here's how you...
End-of-life planning is a crucial aspect of life that often goes unaddressed until it's too late. Beyond drafting wills and trusts, understanding the array of end-of-life documents is paramount for ensuring a comprehensive and legally sound estate plan. This guide...
Navigating Marital Trusts: Securing Your Spouse's Financial Future Embarking on a journey of blending families brings its own set of joys and challenges. In this blog post, we unravel the complexities of estate planning for blended families and explore why the Marital...
Are you amazed by how quickly time flies? As we enter a new year, thinking about making changes and setting resolutions is natural. One of the most beneficial resolutions you can make is prioritizing organizing your finances and estate plan. Many tend to procrastinate...
Starting on January 1, 2024, under a new law called the Corporate Transparency Act (CTA), owners of certain business entities must file a report with the federal government, including details regarding the ownership of their entity. The CTA was enacted to help combat...
Dianne Feinstein was the longest-serving female United States senator in history. She passed away in September of this year at 90. Elected to the Senate in 1992, Feinstein left behind a political legacy that spanned nearly 31 years. She also left an estate worth tens...
As parents, we all want to ensure that our children are well cared for and protected, both now and in the future. One way to provide this security is by using a trust. While a trust may seem like a complex and intimidating legal concept, it can be a powerful tool for...
One aspect can brighten their days even more as retirees savor the joys of their golden years-- lucrative tax deductions. According to a recent article from The Wall Street Journal, “Four Lucrative Tax Deductions That Seniors Often Overlook, " many seniors are missing...
Once you have a child, you’ve got a bundle of joy—and a lifelong commitment to caring for the child, sometimes even after they reach adulthood. What would happen if something happened to you and your partner? To be sure your child or children are taken care of, you’ll...
