In Lieu of Flowers: Green Burials and Eco-Friendly Estate Planning
As environmental awareness grows, many individuals are seeking ways to align their end-of-life plans with their commitment to sustainability. Green burials and eco-friendly estate planning offer meaningful...
Harvesting Your Legacy: Revisiting and Updating Your Estate Plan This Fall
As autumn paints the world in colorful hues, farmers across the country are busy preparing for the harvest. This season offers a perfect metaphor for a crucial aspect of personal finance: updating your...
Generational Wealth Transfer: Passing on Values and Assets
Wealth transfer is not merely the movement of financial assets from one generation to the next; it's a process that involves the delicate balance of preserving family values, fostering financial responsibility,...
There’s Still Time: End-of-Year Tax Planning Considerations
Many people think of estate planning as merely a set of documents that lays out their instructions after they die. However, estate planning also involves strategic preparation during your lifetime. ...
How to Discuss Division of Assets with Loved Ones
Estate planning is a difficult topic to broach no matter what, but conversations can also make things much easier for your loved ones and limit the possibility of disputes in the future by holding these...
Pixels and Passcodes: Managing Your Digital Footprint
In our increasingly digital world, we leave behind a substantial footprint of online assets and digital legacies. From social media accounts to email subscriptions, these digital assets hold both sentimental...
Are You Prepared for the New Business Reporting Requirements?
Do you own a business? Have you established a LLC for any reason? Did you transfer a business or LLC into a Trust? The reporting landscape for businesses is undergoing a huge transformation with the introduction...
Coping with the Sudden Impact of a Loved One’s Death
The sudden death of a loved one raises many different emotions, questions, and even potentially challenges. It can be difficult enough to navigate the process of grief, but it is also hard to determine...
Communicating Your Plan: What Heirs Need to Know About Your Estate
If you become incapacitated or pass away suddenly, this can be very challenging for loved ones. Many people are legitimately concerned about sharing too much detail with their family members about end-of-life...
Choosing the Right People to Help with Your Estate Plan
When it comes to estate planning, one of the most important decisions you'll make is choosing the individuals who will help you manage your affairs when you either lose capacity or pass away. ...