Despite Pandemic, Many Still Don’t Have an Estate Plan

Despite Pandemic, Many Still Don’t Have an Estate Plan

Covid-19 has produced a rise in estate planning, but not a large enough one. Most Americans still do not have a last will and testament. It’s true–many people still believe that they don’t have enough assets so they don’t need a will, or that...
Does Your Estate Plan Include Digital Property Protection?

Does Your Estate Plan Include Digital Property Protection?

“It’s difficult to go a few hours without interacting with a digital account. Whether that is email, online banking or social media, many daily tasks involve digital informational storage.” One of the challenges facing estate plans today is a new class of assets,...
How to Choose a Trustee

How to Choose a Trustee

“Only you know the strengths and weaknesses of your family members, putting you in the best position to decide if your spouse or your child can appreciate a trustee’s responsibilities.” To protect all that you have worked for and take care of the most important people...
The Simple Math Behind Social Security Benefits

The Simple Math Behind Social Security Benefits

Should I start collecting Social Security retirement benefits as early as possible, or hold off for longer in exchange for plus-size payments?” How much time you need to figure out the best time to take Social Security benefits can be as much of a puzzle as figuring...
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