Consultation Request – Thank You2023-10-29T17:40:00-04:00

Digital Estate Planning for the 21st Century

The need for digital estate planning is fairly new, but it’s a significant and growing issue. From ownership of digital assets to control of email and social media accounts, the modern estate administrator has a lot of work to do [...]

Understanding Your Estate Plan

If you’re a bit uncertain about exactly what estate planning entails or how important it is for you, you’re in good company. 74% of respondents to a 2016 WealthCounsel survey said they found estate planning confusing. Fortunately, that confusion leads [...]

Estate Planning Under Trump’s New Tax Law

From an estate planning perspective, the highest-profile aspect of the new tax law is that the federal estate tax exemption has been doubled. The jump from $5.5 million to just over $11 million ($22 million for married couples) is significant, [...]

Will Your Cryptocurrency Die with You?

Cryptocurrency hasn’t exactly gone mainstream, but it’s no longer a rare, fringe holding. A recent survey revealed that nearly 8% of Americans own at least some Bitcoin or other form of cryptocurrency, and another 7.76% indicated that they planned to [...]

The Most Challenging Estate Planning Issues May Surprise You

Earlier this year, a survey of estate planning professionals across a range of professions revealed that the biggest obstacle in the estate planning process isn’t taxes, legal requirements, or expense—it’s your family. More specifically, 44% of those surveyed by TD [...]

Benefits of a Charitable Remainder Trust

Even if you haven’t yet invested in estate planning, you’ve probably heard of Charitable Remainder Trusts (CRTs). When you visit your favorite non-profit’s website or receive a solicitation letter from your alma mater, you may see a pitch for the [...]

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