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If you die, what happens to your pet?

If you die, what happens to your pet?

No one likes to think about death. Especially their own. But the fact is, I have this sweet friend that depends on me for care. So, with that in mind, I put together an estate plan to ensure they don’t end up in a shelter if I die unexpectedly. You’ve probably looked...
Can I text my last will and testament?

Can I text my last will and testament?

We do so many things on our smartphones: we shop, we bank, post pictures, order food, we text to stay connected with friends and family. Now, in some states, you can add “create a will” to that list. Let’s say you find yourself in a life-and-death...
Transferring Wealth to the Next Generation

Transferring Wealth to the Next Generation

Are you thinking about passing assets on to your next generation? Whether your parents are aging and your own children are reaching adulthood, or you simply realize that you need to focus on wealth-transfer plans, we can help you plan and execute a strategy to shift...
5 Steps To Protect Your Digital Assets

5 Steps To Protect Your Digital Assets

How will your successor, trustee or family members manage all of your online accounts, bills or finances when the time comes? How will they know about bills due or about any money owed? Without specific provisions in place, access to this critical information can be...