In an age where our lives are increasingly intertwined with the digital realm, considering what happens to our online presence after we die has become essential. From personal emails to…
Part 2 of a 2-part Estate Planning Series While reviewing and updating your will every 3-5 years is essential for ensuring that your document accurately reflects your intentions (see previous…
Part 1 of a 2-part Estate Planning Series A will is a fundamental component of a comprehensive estate plan that’s critical in ensuring your assets are distributed according to your…
Professionals that interact with their clients regularly, such as investment advisors and tax preparers, can often see the decline over time that can come with dementia. We wanted to interview…
Whether you are still in the planning stage–or already retired–here are seven important questions to ask yourself to help increase your odds of a successful retirement.
