More couples than ever are building deep, lasting relationships without ever walking down the aisle. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out of commitment. Data indicate that cultural norms regarding marriage in the United States have undergone significant shifts over the past several decades. Consider the following: […]
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Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate
While many proactive individuals understand the importance of having a comprehensive estate plan, they often assume that their plan addresses only what happens after they pass away. However, a comprehensive estate plan is also meant to positively impact your life by planning for and providing necessary protections while you are still around to reap the […]
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Passing Along a Benefit, Not a Burden: Why Planning for Absence and Incapacity Is Indispensable for Business Owners
As a business owner, you have likely considered establishing an estate plan to ensure your company’s continued success after your passing. However, comprehensive estate planning also addresses what will happen if you become mentally incapacitated (unable to manage your affairs) due to illness, injury, or cognitive decline, or if you need to be away from […]
Continue reading…Protect Your Estate from Cyberthreats
Well, that doesn’t seem right. It usually starts with something small. A strange email from a bank you do not recognize. A new credit card account you do not remember opening. A password reset link you never requested. A notice from the Internal Revenue Service (IRS) that someone has already filed a tax return in […]
Continue reading…Be a Part of Your Clients’ Digital Defense Plan
Well, that doesn’t seem right. It usually starts with something small. A strange email from a bank your client does not recognize. A new credit card account they do not remember opening. A password reset link they never requested. A notice from the IRS that someone has already filed a tax return in their name. […]
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Stress Test Your Estate Plan
Creating an estate plan is a huge accomplishment. However, your work is not done when the documents have been signed. You must still ensure that the chosen strategy gives you peace of mind and protects the legacy you have worked so hard to build. An estate plan is not static; it is a living tool […]
Continue reading…Incorporating Crypto into the Estate Planning Conversation
In 2013, British IT worker James Howells accidentally threw away a hard drive while cleaning his house. Only later did he realize that it held the private key to 8,000 Bitcoin that are now worth hundreds of millions of dollars.1 For more than a decade, he has tried unsuccessfully to persuade local officials to let […]
Continue reading…Secure Your Digital Wallet: Cryptocurrency and Your Estate Plan
In 2013, British IT worker James Howells accidentally threw away a hard drive while cleaning his house. Only later did he realize that it held the private key to 8,000 Bitcoin that are now worth hundreds of millions of dollars.1 For more than a decade, he has tried unsuccessfully to persuade local officials to let […]
Continue reading…Do Not Let Your Digital Life Die with You
Today, so much of what once existed in material form now lives entirely online. Our photos, finances, business operations, and even our identities are stored on devices and platforms and in cloud accounts. Without proper planning, these valuable digital assets can easily be lost or become inaccessible after we die. As a sign of the […]
Continue reading…Help Clients Plan for Their Digital Footprint
Today, many assets that once existed in material form now live entirely online. Photos, financial accounts, business operations, and even personal identities are stored across devices, platforms, and cloud services. Without clear planning and authority, a client’s digital assets can be difficult or impossible for fiduciaries or heirs to access, creating gaps in an otherwise […]
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