Month: January 2019
January 31, 2019
Digital Assets – Now a Part of Estate Planning
Digital Assets – Now a Part of Estate Planning It wasn’t very long ago that we kept all our financial and tax…
January 25, 2019
How to Align Insurance with Your Estate Plan
If you’re like most folks, you use a variety of insurance products to manage risk and protect you, your family, and your…
Organizing for Tax (and Estate Planning) Season
It’s the start of a new year, which means tax season—and this year’s April 15th IRS filing deadline—is just around the corner….
January 22, 2019
Steps For Starting the End-of-Life Conversation
While it may feel like a one-time conversation because it’s emotional, or hard to have if your loved one lives far away,…
January 11, 2019
How to Avoid High Octane Stress and Organize Information for Your Family
Think, for just a few moments, about what would happen if you suddenly became incapacitated or died. Would your spouse or family…