As 2024 ends, it’s a perfect time to review your estate plan to ensure that it aligns with your current circumstances and goals. Reviewing your estate plan can also help you make appropriate changes that will maximize the effectiveness of the estate plan while making sure your loved ones are protected. Reviewing Your Beneficiaries A…Read More
With the holidays right around the corner, many of us are thinking of giving back. But have you ever considered making charitable giving as part of your estate plan? If you’re passionate about making a difference after you pass away, here are 3 ways you can include charitable giving into your estate plan. 1. A…Read More
The SECURE Act, passed in 2019, represents a significant shift in the landscape of retirement planning and estate management. Updated in 2022, with the passage of SECURE Act 2.0, this legislation aims to improve access to retirement savings and other key provisions. With changes such as raising the age required minimum distributions and altering the…Read More
Due diligence is crucial for both sellers and buyers, especially when it comes to estate planning. Due diligence refers to the comprehensive appraisal of property, business or assets. Understanding and addressing the common concerns around due diligence is essential for a smooth transfer of ownership and helps minimize potential legal complications down the line. Read…Read More
For the past few years, inflation has been abuzz, with many feeling its effects on their daily lives. As cost of goods and services rises, it is essential to consider how inflation can also impact your estate planning, as inflation can complicate your plans in ways you did not expect. Read on to explore the…Read More
Pet trusts have become increasingly important as more and more people consider pets as part of their family. Read on to learn about the growing popularity of pet trusts and how to include your furry friends in your estate plans. Pet Trusts on the Rise With fewer people choosing to have children, the role of…Read More
September is Healthy Aging Month. This is a great time to focus on maintaining physical and mental health, and assess the ways in which you can improve your life and overall well-being. While it is important to prioritize diet, exercise, and mental health, it’s also crucial to prioritize your future, particularly your estate plan. Read…Read More
Think back to when you were young and excited to become an adult. Perhaps you were looking forward to going to college, traveling without your parents, or simply experience new things on your own. Just as you felt excited to live and experience through many milestones, your children may be itching to do the same….Read More
Owning a rental property can involve complex legal, financial and strategic decisions. Of those crucial choices is selecting the appropriate business entity. If you are one of many homeowners investing in a rental property, choosing the right business entity can provide significant advantages in terms of liability protection and tax benefits. Read our quick guide…Read More
In today’s digital age, estate planning isn’t just about physical assets and investments—it also encompasses your digital footprint. Whether it’s financial accounts, social media profiles, or sentimental digital content, these assets need careful consideration to ensure they are properly managed and protected after you’re gone. Understanding Digital Assets Digital assets encompass a wide range of…Read More
