Archive for the estate planning Category

Estate Plans Talk During Holiday Get Togethers

Estate Plans Talk During Holiday Get Togethers

Thanksgiving was just recently celebrated. Christmas and Hanukkah are close behind. The holidays offer great opportunities to get loved ones together for laughter, fellowship and conversation. It might sound dull as a dinner conversation topic, but don’t be surprised if talk about estate plans ensues, particularly why […]

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How to Help Widows with Financial Planning

How to Help Widows with Financial Planning

If you are married or are about to marry, it’s best that both spouses have a full understanding of what assets and liabilities they have or stand to inherit from one another. Not sharing financial details or avoiding the subject creates stress and confusion when one partner […]

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How to Prepare Your Estate Plan to Protect Your Minor Children

How to Prepare Your Estate Plan to Protect Your Minor Children

As a parent, planning and caring for the well-being of our children takes priority over most things in life. Without question, we want to be sure should anything happen to us, our minor children will be well looked after and that money or property we leave for […]

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Estate Tax Repeal Hits Resistance

Estate Tax Repeal Hits Resistance

Will they? Or won’t they? Repealing the federal estate tax has been a question on advisors’ minds for nearly a decade. It’s back on the table again as the Senate mulls over a possible repeal amid all the deal making on Capitol Hill. In 2015, the House […]

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Why You Need to Protect Your Digital Assets

Why You Need to Protect Your Digital Assets

Digital assets are company material, usually in electronic format, that are related to your product’s branding. Some of these may include personal websites and blogs, online accounts, social media pages, images, logos, maps, documents and investment accounts with online statements. Digital Asset Management entails organizing, sharing, and storing companies’ […]

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