Latest Blog Posts

Digital Assets - Now a Part of Estate Planning

Posted on: January 31st, 2019
Unless we include our digital assets and social media in our estate planning, our family or administrator may not be able to find critical documents. ...

Organizing for Tax (and Estate Planning) Season

Posted on: January 25th, 2019
The flurry of tax prep activity is the perfect opportunity to get your estate plan in order, too, and kill two birds with the proverbial stone....

How to Align Insurance with Your Estate Plan

Posted on: January 25th, 2019
Trying to coordinate your own insurances and manage risks yourself is a daunting task....

5 Reasons to Embrace the Emotional Nature of Estate Planning

Posted on: January 23rd, 2019
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone....

Steps For Starting the End-of-Life Conversation

Posted on: January 22nd, 2019
As an important part of estate planning, healthcare decisions need to be talked about. This helps preserve your legacy and provide peace of mind for your loved ones. ...

How to Avoid High Octane Stress and Organize Information for Your Family

Posted on: January 11th, 2019
What would happen if you suddenly became incapacitated or died. Would your spouse or family know what to do?...

Financial Planning. Tax Planning. Legacy Planning. Estate Planning - How many plans do I need?!

Posted on: January 8th, 2019
Most folks have at least heard of an estate plan. But fewer realize that a simple will is not enough to prepare for your future....
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