Posts tagged with "life and legacy plan"



Estate Planning · November 14, 2022
How To Manage Your Digital Accounts After Your Death — Part 3
If you've read the previous two articles, you already know how to secure your accounts. Security, on the other hand, is a journey, not a destination. Are you aware that your social media accounts, online banking information, and personal communications can be sold to the highest bidder? Because of this, you should create a digital estate plan for yourself. Part 3 of this article will show you how to create a digital estate plan to protect your loved ones. Here's how it's done...
Estate Planning · November 07, 2022
How To Manage Your Digital Accounts After Your Death — Part 2
Part one of this series covered Facebook and Google's processes to manage your digital accounts after death. In part two, we'll continue our discussion by looking at how Instagram, Twitter, and Apple's online platforms handle your accounts after you log out for the last time. Read more here...
Estate Planning · October 31, 2022
How To Manage Your Digital Accounts After Your Death — Part 1
You're worried about your partner, family members, and friends dealing with your digital accounts after you die. You think about your email inbox exploding, messages flying between the team you've worked so hard to build, having to deal with your own data. . . It's stressful. How do you start planning for your digital afterlife? Read more here...
Estate Planning · October 24, 2022
Trusts & Taxes: What You Need To Know
One of the most frequent inquiries we receive is regarding the function of trusts in reducing tax obligations. We're here to inform you of the tax implications connected with various forms of trusts, given the demand for knowledge about the importance of trusts on taxes. If you want to understand how taxes, trusts, and estate planning interact, this article is for you. More information is available by clicking the link.
Estate Planning · October 19, 2022
2022 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?
Estate planning is a continuous activity, not a one-time event. You probably already know how vital it is to make an estate plan, but you might not realize how crucial it is to keep that plan up to date. If you want your plan to succeed and keep your family out of court and out of conflict, you need to update it immediately in response to frequent life occurrences. No matter who you are, your life will change: families change, assets change, laws change, and ambitions change. This article will o
Estate Planning · June 24, 2022
How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud
Smaller items, like family heirlooms and keepsakes, which may not have a high dollar value, frequently have the most sentimental value for our family members. But for some reason, these personal possessions are often not specifically accounted for in wills, trusts, and other estate planning documents. To ensure your heirlooms and keepsakes don’t create unnecessary conflicts among your heirs, ensure that your estate plan includes all of your assets, especially your family heirlooms and keepsakes.
Estate Planning · February 25, 2022
What To Expect From Your Initial Meeting With Us Your Personal Family Lawyer®
Whether you've met with an estate planning lawyer before or it's your first time, it's important to understand how working with us, your Personal Family Lawyer®, is different from meeting with a traditional lawyer. Here we'll explain what's involved with our process in hopes that it will inspire you to meet with us and get clear on what your family needs you to have in place, so you don't leave behind a mess if you become incapacitated or when you die.
Estate Planning · February 11, 2022
4 Reasons Why Estate Planning Is So Essential For Business Owners
It's easy to prioritize other business matters over estate planning when you're running a business. But, in reality, one of your most pressing responsibilities is to consider what would happen to your business if you became incapacitated or died. Although estate planning and business planning may be two distinct tasks, they're inevitably linked. And, because your company is likely your family's most valuable asset, estate planning is critical not only for your company, but also for your family.
Estate Planning · November 12, 2021
Think You Are Too Young To Need An Estate Plan? Think Again
The pandemic has caused Americans to change their behavior in different ways, and one of the most positive of these changes is related to estate planning. While many people said that the pandemic inspired them to see a greater need for creating an estate plan, others still don't think that estate planning is important. But as we've outlined here, not having an estate plan can be traumatic and costly for both you and your loved ones, who will be forced to deal with the mess you've left behind.