Deciding how to divide your estate among your children is a deeply personal choice. While splitting things equally might seem like the easiest and most fair option, there are times when leaving unequal inheritances is the right decision based on your family’s unique circumstances. Continue reading
Author: Tom
Aligning Your Business Formation and Estate Plan
Starting a business is an exciting journey, but it also comes with significant responsibilities. Many entrepreneurs focus on building and growing their businesses but often overlook a critical aspect of long-term planning—how their personal estate planning intersects with their business Continue reading
Cryptocurrency and Estate Planning: Protecting Your Digital Wealth
In the evolving world of digital assets, cryptocurrency has become a valuable part of many financial portfolios. However, without proper planning, your digital wealth could become inaccessible to your loved ones. Here’s why it’s essential to include cryptocurrency in your estate plan Continue reading
Estate Planning Tips for Soon-to-Be Retirees
Retirement marks the beginning of a new chapter – a time to enjoy life at your own pace. If retirement is on the horizon for you, now is a good time to look at your estate plan to ensure that it aligns with your plans for the future. Here are five essential estate planning tips for Continue reading
Your Year-End Estate Plan Check-In
Life doesn’t slow down, and during the busy holiday season, it can feel even harder to find time to reflect. However, as the year comes to a close, it’s worth setting aside a moment to revisit your estate plan and make any necessary updates. Making sure your plan matches your current Continue reading
Preparing for Your First Estate Planning Meeting
Congratulations! You’ve taken an important first step in securing your future by scheduling your first estate planning appointment. It’s no small commitment to think about what will happen to your estate after you pass away or how your affairs will be managed if you become incapacitated. Continue reading
Caring for Aging Parents: Holiday Conversations That Matter
The holidays are a time for family, laughter, and connection—a season that brings loved ones together in a relaxed and reflective setting. This togetherness can create a unique opportunity to discuss important topics like estate planning or caring for aging parents.
Having these conversations Continue reading
Do I Really Need an Estate Plan if I’m Not Rich?
When people hear “estate plan,” they might think it’s only for the wealthy. The truth is estate planning isn’t about how much money you have—it’s about ensuring your wishes are followed, your loved ones are cared for, and life is made easier when you can’t make decisions for yourself Continue reading
Leaving a Legacy: Incorporating Charitable Giving into Your Estate Plan
Giving is one of the most rewarding things we can do, and it’s even better when we can make it a lasting part of our plans. Charitable planning lets you incorporate giving into your estate, allowing you to leave a legacy that reflects your values and supports the causes closest to Continue reading
The Top 3 Risks of DIY Online Estate Planning and Why You’re Better Off Working with an Attorney
Everyone’s busy, and it’s easy to see why DIY online estate planning is tempting. It’s convenient, quick, and looks cheaper than hiring a professional. But when it comes to something as important as your estate, a plan that “almost” works can end up costing much more than what you Continue reading