Helping Clients Build A Safe, Secure Legacy
In today’s digital age, many people overlook digital assets when planning their estates. Digital assets include everything from social media accounts to cryptocurrencies. This oversight can cause significant issues if not responsibly managed in your estate plan....
After going through a divorce that you and your ex-spouse settled amicably, you plan to set up a financial safety net for your child's future. As an added component, your child has special needs, and you or your ex-spouse should ensure they can meet these needs...
Probate is a legal process that happens after someone dies. While it may be necessary in some cases, it has potential drawbacks, which is why many individuals seek to avoid it. Why you might want to avoid probate Avoiding probate may offer benefits for you and your...
Power of attorney is a document that gives a person the legal authority to make decisions for you. It’s one of the basic components of estate planning. If you are unable to decide or act on your own, your appointed attorney-in-fact will do so with your best interests...
If you’re single and nearing retirement, estate planning might not be on your radar. You may have been busy building your career, saving money and enjoying your free time. However, as you approach retirement, it's crucial to consider how your assets will be managed...