Estate Planning

Whether your child is graduating high school or college, it’s important to help them plan for their financial future. You want to set a strong foundation for long-term financial stability by broadening their scope of financial literacy. Sharing the following tips can help prepare them. Budgeting Expectations and Boundaries Nearly one-third of young adults don’t […]

These two forms of taxation relate to transferring wealth from generation to generation but are entirely different. The federal government levies a tax on all estates when the value meets a certain financial threshold. Twelve states and the District of Columbia levy additional estate taxes with separate thresholds. These residents must pay both federal and

Most adults have not made a will, let alone created an estate plan addressing their online profiles and accounts. As your Digital Footprint grows professionally and personally, taking charge of your digital assets and plans for them after you die becomes important. Some social media companies like Facebook, Instagram, and Twitter provide users with options

It may be tempting to believe creating your estate plan with do-it-yourself documents will save you money. However, it can be costly in the end, both financially and in terms of family wellbeing. Estate planning involves important decisions about how your assets will be distributed after you die and who will manage your affairs. Online