Today, so much of what once existed in material form now lives entirely online. Estate planning for digital assets is crucial as our photos, finances, business operations, and even our identities are stored on devices and platforms and in cloud accounts. Without...
A partridge in a pear tree? Lords a-leaping? Many of us may know the lyrics to “The Twelve Days of Christmas,” but few likely know its origin or the meanings behind the song. And what is the story with the 12 days,...
Thanksgiving is built on a shared story and tradition, but every family has a different way
of celebrating the country’s second-favorite holiday.1 Unlike Christmas and the gift-giving
anxiety that can accompany it, Thanksgiving is more about keeping things simple. Sure,
hosting...
If you are part of the sandwich generation—caring for both your children and your parents at the same time—it is crucial that you know whether or not your parents have an existing estate plan. While the final decisions within their estate plan...
Happy National Stepfamily Day to all who celebrate it! Amid shifting family structures, there is a good chance that you are part of a stepfamily—or know somebody who is—which makes September 16 a perfect day to celebrate.
At its...
Bookending the first week of September with Labor Day is a less recognized holiday that may not get much national attention but should if you are planning for your future: National 401(k) Day.
Though we are in an...
Actor Val Kilmer’s passing in April 2025 highlights estate planning issues that can affect almost anyone. Although Kilmer was a celebrity, these issues—including managing real estate in more than one state, deciding what happens with digital assets, and using charitable gifts to...
Death is the elephant in the room when we talk about estate planning. We often use phrases like pass away and pass on to make our meetings feel more comfortable and avoid being overly macabre, but the not-so-subtle subtext of...
Although Americans are living longer and spending more time—and money—in retirement, many parents intend to leave an inheritance to their children. The exact amount can vary greatly depending on individual circumstances and wealth levels, but even a small inheritance can...
It is summertime, and the living is easy. Maybe you spent the day out on the boat, at the beach, or at home relaxing in your most comfortable lounge chair. As the sun sets,...
