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Compassionate. Convenient. Comprehensive.

Compassionate. Convenient. Comprehensive.

Month: October 2018

Build Flexibility Into Your Plans

Laws are changeable things, particularly the tax laws concerning inheritance. Rather than creating estate plans with rigid, defined inheritance plans, think about building in some flexibility. Inheritance Amounts Rather than state a specific amount, you may wish to...

Digital Assets Are More Than Passwords

We’ve stressed frequently to maintain a list of your digital accounts and assets and keep this information secure with your other estate planning documents. We’ve also talked about considering your digital assets, such as photos, videos, social media accounts, etc.,...