The Importance of Digital Asset Planning and Organization

If you have ever forgotten a password to a digital account, then you know how difficult it can sometimes be to retrieve it. It might require remembering how you answered a security question like “Who was your favorite teacher growing up?” Remembering how you quickly answered that question several years in the past can be […]

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Easy to Explain Estate Taxes? Not Exactly

Seems like the subject of estate taxes becomes part of every politician’s election promises, and today’s election environment is no different. Even though we are not really expecting significant changes in that area, estate taxes have changed dramatically, and some folks may still be uncertain about how those changes relate to them.

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What to Do to Reduce Estate Taxes

If you plan on leaving a sizable amount of money to your heirs, it’s understandable to be concerned about estate taxes. After all, the top Federal estate tax rate of 40% could take a nasty bite out of a multi-million dollar estate, and that’s not including any state taxes that may apply. With that in […]

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Business and Avoiding Probate Problems

Small and family business owners have heard many nightmares about similar businesses that have had problems with probate. Many of the stories are true. However, with careful planning most of the problems associated with probate can be avoided.   Business owners normally fear probate because of the numerous nightmare stories they have heard about it. […]

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