Blogs
Your Cyber Legacy: 3 Tips for Your Digital Assets
Digital assets are a category of commonly overlooked assets that play a crucial role in your estate plan and the legacy you leave behind at your death. It is all right if you did not consider these it
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Do Your Parents Have an Estate Plan?
If you are part of the sandwich generation—caring for both your children and your parents at the same time—it is crucial that you know whether or not your parents have an existing estate plan. While t
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Understanding the Estate Planning Impact of OBBBA
Navigating Through Legislative Changes Sweeping legislative changes often bring a wave of confusion and concern, particularly when they impact sensitive areas like estate planning. The One Big Bea
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What is an escrow account?
What is an escrow account? An escrow account is a savings account that is managed by your loan servicer. Each month, your loan servicer deposits a portion of your mortgage payment into your escrow a
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Take Control: Your Living Will Check-In
Thinking about medical decisions can be daunting, but planning ahead can bring peace of mind. A living will offers a way to maintain control over your healthcare decisions when you’re unable to commun
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Navigating the One Big Beautiful Bill Act: Estate Planning Insights
Understanding Estate and Gift Tax Exemption Increases Significant changes are on the horizon with the One Big Beautiful Bill Act (OBBBA), introducing an opportunity in estate planning starting January
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Steps to take following the passing of a loved one!
In my role, I often meet people for the first time soon after a loved one has passed. It’s a confusing, stressful time for all, so I thought I’d share a list of steps to follow in the unfortunate even
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Estate Planning Pitfalls: 4 Mistakes to Avoid
Estate planning is a critical aspect of securing peace of mind for yourself and your loved ones. It ensures that your wishes are carried out as you intend, minimizing stress and potential conflicts. H
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