Charitable giving is a noble way to leave a lasting legacy. Incorporating charitable donations into your estate plan can benefit the causes you care about while providing tax advantages for your estate. 

In our digital world, online accounts and digital assets—such as cryptocurrencies and online investment portfolios—play a crucial role in your estate. Many people overlook these assets, but including them in your estate plan is essential for preserving their value and ensuring a smooth transition for your loved ones.

Copy of an Insurance Policy

It’s no wonder estate planning and life insurance go hand-in-hand. They both protect your family financially in the event of your death. If you don’t have life insurance or haven’t planned for the distribution of your estate, your family could face a lot of expenses and confusion after you’re gone. So here’s how to care […]