November 2023
Estate planning for your digital assets
What will happen to your Facebook account when you die? What about all your photos shared on social media, your texts with loved ones, or documents on cloud-storage systems? In just the two-year period from 2012 to 2014, humans produced more data than in all of human civilization before that – and the pace is…
Read MoreDividing Your Estate: A Practical Approach
When planning the division of your assets, you may believe in a policy of “share and share alike.” This is perhaps the easiest method to avoid conflicts or complaints of favoritism. But does equality necessarily equate with fairness? Especially when you consider such factors as age, talents, skills, interests, needs, and degrees of material success.…
Read MoreThe Most Common Estate Planning Mistakes and How To Avoid Them
In the realm of estate planning, the ripple effects of our oversights often linger long after we’re gone, impacting the lives of those we leave behind. It’s the uniqueness of this area of planning that makes it paramount to get things right. Yet, many often trip up. Here’s a closer look at the six most…
Read MoreEstate Planning & Business Transition Checklist: Ensure your personal and business affairs align with your long-term goals
The end of the year serves as a natural checkpoint for many financial and personal processes, and with the arrival of the final months of 2023, proactive preparation becomes essential. Whether you are an individual looking to optimize your estate planning or a business owner contemplating a seamless transition, the steps you take now can…
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