Planning for Your Digital Legacy

Planning for Your Digital Legacy

An estate plan often focuses on tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include your digital assets. Digital assets consist of everything we own online. Because we spend more...
Portability: Is It a Good Idea?

Portability: Is It a Good Idea?

When someone passes away, a Federal Estate Tax Return is not required to be filed unless the decedent’s gross estate exceeds their remaining federal estate tax exclusion. In 2023, for someone who has not used any exclusion during their lifetime, this amount would be...
Protecting Your Family Pet: Pet Trusts

Protecting Your Family Pet: Pet Trusts

If you know me, I love animals.  At a very young age and much to my mother’s dismay, I would smuggle stray cats and dogs into our basement so they could have food and a warm place to stay.  So, it shouldn’t be a surprise that I would be a proponent of Pet Trusts. I...