It's hard to believe, but as 2022 draws to a close, we already have two holiday seasons during a pandemic under our belt, with a third quickly approaching. These last few years have been strange, to say the least. But…
When it comes to how to distribute assets in your estate plan, life insurance may not seem relevant at first. Life insurance can, however, be an effective, integral part of a thoughtful estate plan. Besides providing a large sum of…
Grieving the death of a spouse is an emotionally, spiritually, and financially difficult experience. One spouse often handles family taxes and estate planning, and the widow(er) may have a complex financial situation that leaves her with more questions than answers.…
When it comes to digital assets, traditional estate planning elements are mostly obsolete. In the form of cryptocurrencies like Bitcoin and non-currency blockchain tokens, crypto assets may comprise a significant individual wealth. Your estate plan must address the complex challenges…
Whether you are starting from scratch or have an estate plan in place a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about you.…