The Digital Estate Plan: Because Your Bitcoin Won’t Bury Itself
Your crypto wallet, your NFT collection, even your Instagram account - your digital assets need an estate plan too. Learn how our cutting-edge plannin…
Tag: Estate Planning
Why Your Estate Plan is Probably Wrong (And How to Fix It)
Think your estate plan is solid? Think again. Discover the most common pitfalls in estate planning and learn how our unique profile-based approach can…
The Clayton Election: Your Secret Weapon Against Medicaid Spend-Down
Think the Clayton election is just for the uber-wealthy? Think again. Discover how this powerful tool can shield your spouse's inheritance from Medica…
Why Your Estate Plan is Probably Wrong (And How to Fix It)
Think your estate plan is solid? Think again. Discover the most common pitfalls in estate planning and learn how our unique profile-based approach can…
It Ain’t Law Until It’s Law: Reaction to Proposal to Amend Section 1014
I just received an email from a client who is concerned about he heard that Kamala Harris proposed an amendment to Section 1014 of the…
Introduction to the EPIC Framework: the Four Phases of Planning
A summary of the four phases of planning, how they iterate, and why the EPIC Framework is so important.
Estate Planning: More Than Just Avoiding Taxes
Estate planning isn't just about avoiding taxes. It's a comprehensive approach to transferring wealth, protecting assets, and ensuring your wishes are…
Beneficiaries of Trusts: Could You Be One Without Knowing?
Could I Be the Beneficiary of a Trust Without Knowing?
Estate Planning Strategies: Ensuring Smooth Asset Transfer Through Clear Documentation
Estate planning is crucial for securing your legacy and protecting loved ones. With over 60% of Americans lacking a basic will, clear documentation an…
Estate Planning: Comprehensive Strategies for Your Financial Legacy
Estate planning is crucial beyond drafting a will. It includes various documents and strategies to ensure asset transfer and protection. A comprehensi…