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

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

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

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

The Importance of Estate Planning Documents for Younger Individuals In the hustle and bustle of our youthful years, contemplating estate planning may seem like a

Is a ‘Sweetheart Will’ Best for You and Your Valentine? In the realm of estate planning, married couples have traditionally used “sweetheart wills” to leave

How Can I Take Care of My Pets When I Die? According to Forbes, more than 65% of all U.S. households have a pet. More

Using Life Insurance to Meet Your Estate Planning Goals Life insurance plays a crucial role in estate planning, offering a financial safety net that ensures

Incorporating Cultural Beliefs into Your Estate Planning Cultural beliefs and traditions play a significant role in shaping estate planning decisions. Different cultures have unique perspectives

In Lieu of Flowers: Green Burials and Eco-Friendly Estate Planning When reading obituaries, you may start noticing a trend. The line “In lieu of flowers,

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

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