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Have an Etsy Store? Make Sure It Is Properly Protected

An Etsy store, whether a main income or side gig, should be included in your digital estate plan with other assets like social media, subscriptions, and cryptocurrency.

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Bills and Services to Cancel—and Keep—When a Loved One Dies 

Apart from the emotional challenge of dealing with someone's death, handling their accounts, bills and services can also be difficult.

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What Not to Include in Your Estate Planning Documents

While an estate plan is needed to smoothly transfer your assets to family and loved ones, you want to avoid adding unneeded information.

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What Is a Devise in My Estate Plan? 

A devise traditionally refers to a real estate gift in a will, but is often used interchangeably with terms like bequest that pertain to personal property gifts.

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Home Security Systems and Estate Planning

A home security system offers the advantage of bringing peace of mind and a sense of security throughout your lifetime and beyond.

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You Can Benefit from Giving Gifts

Through a comprehensive estate plan, these three trusts may assist high net worth clients in sharing their wealth in a tax-advantageous way.

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Planning Strategies for Your Boat That Are Not Sunk

A unique aspect of estate planning that can often be overlooked is your boat and/or watercraft. These vessels bring you joy and unforgettable memories, but they also warrant special attention when it comes to safeguarding your legacy as part of your comprehensive estate plan.

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Three Important Concerns Self-Employed Individuals Should Address

Being self-employed is no easy task. Working together, we can craft a comprehensive estate plan that will help you address three important concerns you may have.

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Nine Ways Your Estate Plan Could Breed Conflict

A flawed estate plan has the potential to breed conflict, mistrust, and financial turmoil among your beneficiaries in several ways.

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Community Property Trust Tax Savings

When it comes to your family’s legacy, every dollar you can save from taxation counts. Community Property Trust Tax Savings is no exception:

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