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Three Mistakes You Need to Avoid in Creating and Maintaining a Trust

  • Digital Asset Management: What Are Digital Assets and Why Do They Matter to Estate Planning?
    Digital Asset Management: What Are Digital Assets and Why Do They Matter to Estate Planning?
    When most folks think about digital assets or digital property, they think about cryptocurrencies, non-fungible tokens (NFTs), and other innovative technologies making headlines these days. Such items alongside avant-garde ideas like Mark Zuckerberg’s metaverse appear poised to change our daily lives and so it makes sense that they quickly come
  • Estate Planning Checklist: A Guide to Getting Started
    Estate Planning Checklist: A Guide to Getting Started
    The holidays are all about making lists: lists of gifts, lists of who’s been naughty or nice, New Year’s resolution lists… And so why not include among these an estate planning checklist that ensures you have everything in place to complete your plan? After all, if you are an adult
  • Revocable and Irrevocable Trusts, Explained
    Revocable and Irrevocable Trusts, Explained
    While most of us have heard of “trusts,” few understand the differences between the various types of trusts, specifically revocable and irrevocable trusts. These two types of trusts are discussed most often within the broader topic of estate planning. However, the differences between these types of trusts—and when (and how)
  • Holiday Estate Planning: A New Year’s Resolution that Keeps Giving
    Holiday Estate Planning: A New Year’s Resolution that Keeps Giving
    New Year’s resolutions are a funny thing. Folks set them believing they will bring positive change only to have them turn into a source of anxiety and self-doubt when they fall through weeks later. Just 8% of people deliver on their New Year’s resolution which says more about the practice than about
  • The Stresses of Caregiving on the Sandwich Generation
    The Stresses of Caregiving on the Sandwich Generation
    Dorothy Miller, a social worker, first created the term “sandwich generation” in 1981. A Journalist, Carol Abaya, continued to study and add to what the term means. In 2006, Miriam Webster included the term, sandwich generation, in the dictionary for the first time.  The sandwich generation is defined as a