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Category: Estate Planning

Beginning of the Year

What Issues Should You Consider at the Start of the Year?

December 15, 2023 | , , , ,
Resolutions aside, the beginning of a new year is always a great time to take stock of your family's finances and plan for the year ahead. Let our handy checklist walk you through some key areas.
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Money Pit

An Estate Plan for Your Digital Assets? Yes, You Need One.

June 29, 2022 | , ,
We’re all aware of the importance of having legal documents in place, such as a will or trust and advance directive. While your intentions for personal assets like grandma’s engagement ring or your childhood baseball card collection may be clearly spelled out, most people have given little thought to the legacy of their digital assets. 
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Biden’s Tax Proposal: What Does It Mean For You?  

October 11, 2021 | , ,
On September 13th, Democrats on the House Ways and Means Committee released their highly anticipated, and speculated, proposed tax changes. It’s unclear how they will ultimately shake out, as Democrats need almost every vote they have to advance the changes. Regardless, the proposed measures are quite different from what many anticipated.  
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