How To Manage Your Digital Accounts After Your Death – Part 1
December 5, 2022
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail, Facebook, Instagram, LinkedIn, Apple, or Amazon, you have a digital legacy, and that legacy is […]
How Will A Recession Affect Your Family?
November 28, 2022
As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is the stock market, rising interest rates, dropping home values, and inflation through the roof—it’s enough to make you sick. And it can make you sick, unless you take the actions […]
What You Need to Know About Collecting Life Insurance Proceeds
November 21, 2022
If you’re looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death, it can feel as if your entire world is falling apart, so it’s helpful to understand exactly what steps you need to take to access the insurance […]
How Estate Planning Can Reduce The High Cost Of Dying—Part 1
November 7, 2022
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one. Yet the pandemic might be changing this.According to Census figures, the pandemic caused the U.S. […]
Trusts & Taxes: What Do You Need To Know
October 31, 2022
People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, here we’re going to explain the tax implications associated with different types of trusts in order to clarify this issue. Of course, if you need further clarification about trusts, […]
2022 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?
October 24, 2022
This year, Estate Planning Awareness Week runs from October 24th to 30th, and one of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan up-to-date. While you almost surely understand the importance of creating an estate plan, you may not know […]
What Your Last Will & Testament Will (And Will Not) Do – Part 2
October 17, 2022
While having a will is important—and all adults over age 18 should have this document in place—for all but a few people, creating a will is just one small part of an effective estate plan that works to keep your loved ones out of court and out of conflict. With this in mind, this series […]
How Estate Planning Can Reduce The High Cost Of Dying – Part 2
October 14, 2022
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one. Yet the pandemic might be changing this. According to Census figures, the pandemic caused the […]
What Your Last Will & Testament Will (And Will Not) Do – Part 1
October 10, 2022
If you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022 Wills and Estate Planning Study. Yet, while having a will is important—and all adults over age 18 should have this […]
NOW IS YOUR LAST CHANCE TO SAVE ON YOUR 2022 TAXES
October 3, 2022
When you first realize that your biggest personal and business expense—bar none—is taxes, it can come as quite a shock. Seeing so much of your hard-earned money wind up in the government’s hands can feel like a shakedown. That said, focusing a relatively small amount of time and effort into strategically reducing your taxes can […]
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