Estate Planning Tips

Average income by age matters for several reasons. It provides a benchmark for assessing your career progress – whether you are lagging behind, keeping pace, or ahead of your peers – and helps forecast future salary expectations. Most important, itREAD MORE

Every estate plan is a reflection of your life and the legacy you wish to leave behind. Although for some, knowing when to start estate planning and taking the first steps is difficult. In fact, many retirees lack a simpleREAD MORE

 When it comes to estate planning, Do-It-Yourself (DIY) tools like online platforms and smartphone apps seem to offer it all — convenience, flexibility, and affordability. However, these tools often come with DIY estate planning risks that can cause plans toREAD MORE

In today’s digital age, our lives are increasingly documented and managed online, leading to the accumulation of significant digital assets and personal information across various digital spaces. While traditional estate planning primarily addresses the distribution of physical assets like houses,READ MORE

With Christmas and New Year’s behind us, there’s one final winter holiday to prepare for: Valentine’s Day. If you’re single, then this probably won’t mean much. However, if you’re partnered, then it may be time to start thinking about whatREAD MORE

Long-term goals are essential for mapping out your life’s journey. Whether planning the year ahead or planning years ahead, you’re thinking beyond today. For estate planning in particular, these goals can shape your lifetime and have lasting effects after yourREAD MORE

You might think New Year’s resolutions are all about fitness goals or getting organized but there’s a bigger picture to consider. As your life changes, estate planning should be on your radar, too. The start of the new year isREAD MORE

When the Tax Cuts and Jobs Act (TCJA) was passed in 2017, it brought about substantial changes to the tax code such as lowering tax rates and increasing standard deductions. Most important, it almost doubled the estate and gift taxREAD MORE

When you create an estate plan, you are doing much more than getting your affairs in order. You’re giving the gift of security to the ones you care about—your family, children, and other loved ones. Done correctly, estate planning canREAD MORE

In an increasingly unpredictable world, where natural disasters seem to be occurring with greater frequency and intensity, the importance of estate planning has never been more evident. While estate planning has long been a responsible financial strategy, the specter ofREAD MORE