As the first generation to grow up in the age of the internet, Millennials (born 1981 to 1996) are known to have markedly different social and professional traits compared to their Generation X and Baby Boomer parents. These include being more technologically inclined, identifying with different social causes, and waiting longer to get married and…

The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only a few short months ago. In response to the economic fallout stemming from the pandemic, Congress passed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), which was signed into law on March 27,…

Established by Congress in 2008, Estate Planning Awareness Week is observed annually during the third week in October to recognize the need, importance, and benefits of estate planning. Estate Planning Awareness Week is a great reminder not only to make sure your own estate plan is up to date, but also to talk to your…

Just like other important life tasks, your estate plan deserves your time and attention. It’s important that you work with us to review your estate plan at least once a year. Think of this as your estate plan’s annual physical exam, and remember—prevention is the best cure. An annual exam isn’t necessarily the only time…

For those of you who have children heading off or back to college, it is important to remember that as of their 18th birthday, the law grants your college-age child the right to determine who has access to medical information and make medical decisions, particularly in the event of an emergency. Federal law (HIPAA) restricts…

You just got married or had a child and decide it’s time to make an estate plan. Where do you start? What do you need? Should you just draft a will and be finished? Wills are important, but there is much more to an estate plan. Read on to learn about six important components you…

Maybe not the first thing people think about when they think about estate planning. But for many clients, their pets are a key part of their life and they want to make sure that if something happens, their pets will be properly cared for in the short and longer term. Some of us may remember…

Much of the life insurance purchased over the past 15-20 years for estate planning purposes was of a type known as guaranteed universal life insurance. It was (and is) popular in estate planning because it was generally less expensive to buy than traditional whole life, yet it came with a guarantee such that the risk…

Not normally a big deal. But in this case, the laptop represented access to $145M in cryptocurrency. Apparently, the only access to this money. Talk about making a bad day even worse! According to the news reports, Gerald Cotten, dying unexpectedly at 30 years old, was very concerned about security and used multiple layers of…

For decades a debate raged in legal circles about which documents were better – wills or trusts. Members of the public didn’t really know the difference, but there was a perception that trusts were more complicated and expensive – and were primarily for wealthy people. Those who favored trusts told the story of Ellen. When…

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