Digital Estate Planning

With the internet playing an increasing role in our lives, both financial and personal, it is important to have a plan for your digital assets. What are digital assets? Digital assets include any online accounts or any personal information that is stored electronically. This includes accounts that have value attached to them, i.e. bank accounts, […]

Non-traditional couples must act to protect their wishes

Estate planning is a challenge for most of us to navigate. Sorting through wills, trusts, titles and powers of attorney can be a daunting and tedious task. Those that don’t fit the traditional view of marriage — same-sex partners and other domestic partners — encounter an even higher degree of complexity. Unlike with traditional marriages, […]

When the Financial Driver is Gone

Every couple seems to have one person in the financial driver’s seat. This is usually not a question of power or who earns the most, but a rational response to the complexity of our lives. Today’s families deal with several financial companies, and having one person navigate the monetary minefield is natural step. But this […]

What’s Your Long-Term Care Plan?

Even though you may not know it, you probably have a long-term care plan. You may not have shared it with your spouse or family, or articulated it out loud. If you’re in your 50s or older, deep down you have an idea of what would happen if you or your spouse needed assistance to […]