Tom

Don’t Forget Your Digital Assets in Your Estate Plan

We live in a digital world where so much of what we value is online—social media accounts, online banking, cryptocurrency, photos stored…

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Why Updating Your Estate Plan Is a Smart Resolution for 2025

As we step into 2025, many of us are setting goals and resolutions for the year ahead. While hitting the gym or…

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How to Talk to a Hesitant Spouse about Estate Planning

It’s not uncommon for one spouse to feel ready to tackle estate planning while the other hesitates. Maybe your spouse isn’t sure…

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The Role of Estate Planning in Preserving Family Harmony

Estate planning isn’t just about transferring wealth—it’s also about making sure your family stays connected and avoids unnecessary conflict after you’re gone….

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Helping Your Senior Parents with Estate Planning

It may not be easy to talk with your parents about estate planning, but as they get older, it’s important to make…

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Crafting a Will? Here’s What You Should Leave Out

A will is an essential part of any comprehensive estate plan. It allows you to specify how you want your assets distributed,…

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When and How to Revoke a Power of Attorney

A power of attorney (POA) is a valuable tool for managing your affairs when you’re unable to do so yourself, whether due…

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Why DIY Estate Planning Could Cost You: The Risks to Avoid

These days, we do almost everything online—from shopping to banking—so it’s no surprise that people are turning to the internet for estate…

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How Seniors Can Protect Themselves from Scams

Scammers are relentless in their pursuit of exploiting others, and their tactics have only grown more sophisticated in recent years. One common…

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Estate Planning Steps for Newlyweds

Congratulations on your new journey together as a married couple! While you’re likely still basking in the joy of your recent nuptials,…

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