We live in a digital world, where almost everyone has an online presence, as well as multiple passwords across multiple platforms. Even to simply sign on to a computer or cell phone normally requires some sort of password…with an uppercase letter, lowercase...
The only thing more important than having a power of attorney in place, is who you choose to represent you and carry out your wishes in the event of incapacitation. A power of attorney, or POA, is a legal document drawn up by your attorney to give authority to someone...
One of the biggest mistakes that someone can make in terms of estate planning is not updating their plan after certain life events. There are several common life situations that may require you to update your estate plan: You moved to another state. Estate planning...
Estate planning is a hard topic to talk about, but no matter your age or wealth, it is smart to have a plan in place should the unexpected happen. Basic estate planning starts with a will, which deals not only with your property but with other important decisions, as...
Growth is a mandatory part of life. As you age, your life expands and changes. Often these changes come slowly, but sometimes tectonic shifts happen—and it is at these times that your estate plan needs an update. Divorce is an example of one such tectonic shift. When...
While on the campaign trail, then-presidential candidate Joe Biden presented a tax plan that promised to return the federal estate and gift tax exemption to its pre-Tax Cuts and Jobs Act (TCJA) amount of $5.85 million, and to increase capital gains taxes on...
