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Month: December 2022

Digital Assets Digital Legacy
Business Planning / Estate Planning / Taxes / Trust Administration

Planning Your Digital Legacy

An estate plan often focuses on tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include your digital …

CryptoCurrency NFTs Esate Plan
Estate Planning / Taxes / Trust Administration

How Cryptocurrency and NFTs Fit into Your Estate Plan

Five years ago, cryptocurrency was probably not on your radar. Today, it may be an important investment in your portfolio. You could even own some nonfungible tokens (NFTs), which are …

Avoid Probate
Estate Planning / Mourning

Myths and Frequently Asked Questions: Reasons to Avoid Probate

Myth 1: Everyone must go through the probate process. Probate is the court-supervised process during which a deceased person’s affairs are wrapped up. This includes overseeing the delivery of the …

Tips for Executors
Estate Planning / Taxes / Trust Administration

Three Tips for Overwhelmed Executors

While it is an honor to be named as a trusted decision maker, also known as an executor or personal representative, in a person’s will, it can often be a …

why Trust best option
Charitable Giving / Estate Planning / Mourning / Taxes / Trust Administration

Why a Trust is the Best Option to Avoid Probate

Ideally, when someone passes away, the paperwork and material concerns associated with the deceased’s passing are so seamlessly handled (thanks to excellent preparation) that they fade into the background, allowing …

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