Why You Still Need an Estate Plan

Many people believe that estate planning is only for the ultra-wealthy, a belief that has been exacerbated over the past several years with a markedly increased unified estate and gift tax credit ($5.45 million per individual in 2016). While it’s true that estate and gift tax planning was a common reason for estate planning within recent years, the belief that it is the only or most important reason is a common misconception. Read More

Choosing a Guardian and Conservator for Your Minor Children

For parents of minor children, there is perhaps no more important decision in estate planning than deciding who will care for your children if both you and your spouse were to die or become incapacitated. In making your selections, there is an important distinction to consider: you can (and often should) differentiate between naming someone who will care for your children and naming someone who will be responsible for your children’s money. Read More

Preserving Genealogy for Future Generations

Researching genealogy is a popular pastime for many. Given the subject matter, you would think that a priority for those researching the history of their families would be to preserve and pass on that information for future generations. Unfortunately, it is often not that simple. Read More

Telling Your Children About Your Estate Plan

Death and taxes – they are the two certainties in life. But how often do we actually talk about them with those we love? There are many reasons why telling your children about your plans in advance makes sense. Here are a few things to keep in mind: Read More

Preserving Digital Memories and Assets for Your Loved Ones

What would happen to photos or videos stored on your hard drive, or uploaded to a photo sharing site when you pass away? What about your email and social media accounts, or the data on your smart phone? Or your iTunes library and eBook purchases, or your online banking and shopping accounts? Read More