How to Begin Administering an Estate When Life Feels Overwhelming

The passing of a loved one can be a tumultuous experience. When you are tasked with executing their estate, the feelings of grief and responsibility can quickly become overwhelming. This is especially true if this is the first time you…
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How Joe Biden’s Tax Plan May Impact Your Estate Plan

Americans are reconsidering their estate planning strategies following Joe Biden’s presidential election win. Biden made his desire to raise estate and capital gains taxes well known on the campaign trail, leaving many people to redouble their efforts to protect their…
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Powerful Estate Planning Tools for Charitable Giving

Americans are nothing if not generous. Each year, about 70 percent of the population makes charitable contributions. Most of these are done in the month of December. Gifts are often finalized in a hurry – we rarely consider the tax…
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Estate Planning for Virtual Assets

Now more than ever, our lives are lived in online spaces. We pay bills, socialize, work, and play virtually. It is natural that our assets would become increasingly virtual as well. Despite spending much of our free time online, few…
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The Importance of Estate Planning: Gen-Z Edition

Life is full of unexpected twists and turns. There is no better example of this than the COVID-19 pandemic. Nobody could have predicted the way our world has been turned upside down because of the pandemic. For Generation Z, COVID-19…
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