Estate PlanninG
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Blog Posts in July, 2023

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  • Why Your Home Security System Should Be Part of Your Estate Plan
    Why Your Home Security System Should Be Part of Your Estate Plan

    Estate planning helps bring peace of mind and a sense of security, both in our lifetime and beyond. While we cannot predict our fate, we can at least dictate how our money and property will be ...

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  • Estate Planning Concerns for the Self-Employed
    Estate Planning Concerns for the Self-Employed

    Being self-employed comes with its own unique challenges and responsibilities. As the owner and often the sole employee, you have the freedom to make your own decisions, but you also bear the weight ...

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  • Safeguarding Your Venmo, PayPal, Apple Pay, and Other Pay Accounts in Your Estate Plan
    Safeguarding Your Venmo, PayPal, Apple Pay, and Other Pay Accounts in Your Estate Plan

    It has been said that nothing ever dies on the Internet. With online accounts becoming an integral part of modern life, it's essential to include a digital estate plan as part of your overall estate ...

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  • Don't Include These Sensitive Details in Your Estate Planning Documents
    Don't Include These Sensitive Details in Your Estate Planning Documents

    Estate planning is a crucial step in ensuring that your assets are distributed according to your wishes and that your loved ones are taken care of after your passing. However, there is some ...

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  • Think Twice Before Throwing Out Books After a Loved One’s Passing
    Think Twice Before Throwing Out Books After a Loved One’s Passing

    An individual’s belongings—such as jewelry, furniture, photographs, and books—sometimes slip through the cracks of their estate plan. While certain books may be gifted to a beneficiary in a loved ...

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