When it comes to estate planning, transferring property is a crucial aspect that requires careful consideration. For many, properties including your home, vacation homes, and even income properties, are a large part of your wealth. With baby boomers currently passing down over $53 trillion to their heirs in one of the largest generational wealth [...]
Divorce is a challenging journey that many of us hope never to face, but life's twists and turns sometimes lead us down that path. Amid the emotional rollercoaster, it's essential to understand the legal implications of dividing assets and property. In the United States, property distribution during divorce can be governed by one of [...]
Five years ago, cryptocurrency was probably not on your radar, let alone a part of your estate plan. Today, it may be an important investment in your portfolio. You could even own some nonfungible tokens (NFTs), which are powered by the same blockchain-based technology. Despite the dizzying fluctuations in the value of these assets, [...]
With so many misconceptions around estate planning, it's important to ask why is estate planning important? Many think that needing an estate plan is only important if you're extremely wealthy, but that couldn't be further from the truth. There are many aspects to estate planning that apply to literally anyone. Sure, the more complex [...]
Getting your financial affairs in order doesn’t need to be complicated. This is one of the biggest steps of creating your estate plan and we are here to help you. It can be scary to sit down and really take a look at everything, but once you do, you can rest assured that your [...]
