Estate Planning

In the Digital Age, estate planning has taken on a new dimension. Beyond tangible possessions, it's crucial to consider digital assets in your estate plan. From sentimental memories to financial information, the online world holds a treasure trove of valuable content...

Starting a family business is a significant achievement, but overseeing its continuity requires careful planning and preparation. As a business owner, you may have dreams of passing on your legacy to your children and seeing them thrive in their entrepreneurial...

Caring.com recently conducted its 2023 survey. The findings revealed participants’ concerns over inflation near or at the top of the primary motivation to move forward with an estate plan due to their perception of current economic conditions. Conversely, the most...

Those who are savvy with their financial planning know the benefits of an estate plan. Not only does it help guide our assets when we pass, but it also serves as a valuable opportunity to discuss how we currently manage our assets. These days, the term “assets” means...

In your estate plan, you’ll work out many crucial details to ensure your assets are given a new home after you pass away. Of course, you’ll itemize your assets, plan your funeral arrangements and designate an executor of the estate - all of which prepare for what...

Most aspects of your life will change dramatically when you have children, and your estate plan is no exception. You will need to make significant changes to the documents you already have or finally make the effort to create an estate plan if you have procrastinated...

Every adult could benefit in some way from the creation of an estate plan. Unfortunately, many people fall into one of two common estate planning traps. They procrastinate for so long that an emergency arises before they create documents or they only create protective...

If you are designing an estate plan, one of the things you need to do is to talk to those in your life about it. For example, if you have decided who you’d like to have as your health care power of attorney or financial power of attorney, that person (or those people)...

As a part of your estate plan, something you may want to do is to look into long-term care planning. Long-term care planning gives you the opportunity to think about the situations you may run into as you age and take steps to make sure your wishes are known and be...

When someone dies, they will usually have some leftover financial obligations for their loved ones or the executor of their estate to address. An executor has a responsibility to fulfill the remaining obligations of a deceased individual. This responsibility applies...