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February 2023

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Estate Administration, Estate Planning
February 13, 2023

Losing a loved one can be a challenging time. It can quickly become difficult or frustrating without a plan of action or an idea of where to begin. There are a few initial steps you can take after the death of a loved one to try to make this process a little less overwhelming. The first step is to do those things that are time sensitive. This would include notifying family members and close friends of your loved one’s passing. It...

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Estate Planning
January 30, 2023

National Digital Privacy Day was on January 28th, reminding us to review our digital assets and cybersecurity. As the digital age continues to advance, individuals and businesses alike are accumulating more and more digital assets.  From important documents and files to social media accounts and emails, domain names and intellectual property, as well as crypto and other virtual currencies, these assets are becoming increasingly valuable, but they can be difficult to manage and protect without a proper plan in place. Here...

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Asset Protection, Estate Planning, Powers of Attorney, Wills and Trusts
January 4, 2023

We begin the new year with an abundance of hope and possibilities. To start the year, many of us turn to the tradition of setting New Year’s Resolutions. Motivated by a fresh start, we create goals for the year ahead. However, about fifty seven percent of people either forget about or give up on their resolutions by February, and only nine percent of people fulfill their goals [1]. Let’s work together to beat these odds. Resolutions, or any other type of...

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