2022 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?
[vc_row][vc_column][vc_column_text] While you almost surely understand the importance of creating an estate plan, you may not know that keeping your plan current is every bit as important as creating a plan. In fact, outside of not creating any estate plan at all, outdated estate plans are one of the most common estate planning mistakes we […]
How To Manage Your Digital Accounts After Death—Part 3
[vc_row][vc_column][vc_column_text] 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 […]
How To Manage Your Digital Accounts After Death—Part 2
[vc_row][vc_column][vc_column_text] 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 […]
How To Manage Your Digital Accounts After Death—Part 1
[vc_row][vc_column][vc_column_text] 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 […]
5 Smart Ways To Pay For Your Funeral That Won’t Leave Your Family To Foot The Bill
[vc_row][vc_column][vc_column_text] With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least your estate plan should include enough money to cover this final expense. And if you are thinking of simply setting aside money in your will to cover your funeral expenses, you should seriously reconsider, […]
Trusts & Taxes: What You Need to Know
[vc_row][vc_column][vc_column_text] 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 […]
Protect Your Aging Loved Ones From Undue Influence
[vc_row][vc_column][vc_column_text] Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they were expecting, and that the deceased instead left most of their estate to an individual they only recently met, who wasn’t even a relative. While it’s not always the case, in some […]
What Your Last Will & Testament will (And will NOT) Do—Part 2
[vc_row][vc_column][vc_column_text] 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 […]
What Your Last Will & Testament will (And will NOT) Do—Part 1
[vc_row][vc_column][vc_column_text] All adults over age 18 should have a Will in place. Yet, for most people, creating a will is just one small part of an effective legal plan that works to keep your loved ones out of court and out of conflict. With this in mind, here we look at exactly what having a […]