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. ...
5 Life Events That Should Prompt an Updated Estate Plan
Working with an estate planner provides the chance to create a comprehensive plan that addresses your needs at that point in time. It may be the case that your plan continues to serve your needs for years...
How to Avoid Challenges in Your Will or Trust
Although you may have taken the time to create well structed wills and trusts, there are some common challenges which may present themselves upon your passing. Disputes amongst beneficiaries can result...
The Importance of Business Planning
If you already own a business or are considering starting one soon, you are likely exploring strategies to ensure your venture can maintain profitability and staying power. As one of your most valuable...
Why Transferring Home Ownership Does Not Replace an Estate Plan
It can be tempting to avoid the costs of creating an estate plan when your only significant asset is your home. Afterall, what’s the harm of simply putting your home in your child’s name to avoid probate...