May 24, 2022
Your digital assets may be just additional instruments for diversification in the present — but they could be the driving your portfolio in the future. Now that industries are undergoing a digital transformation, about one in five Americans are already investing in and trading cryptocurrencies and other digital assets. These assets offer a lot of potential for the future, especially since they offer better transaction speed, privacy, and security.
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March 08, 2022
There is a lot of confusion regarding the difference between these two documents that serve very different purposes in your estate plan.
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November 10, 2021
When you move, there are always a bunch of tasks to do: forwarding your mail, updating your address with financial institutions, and many other essential updates. Your estate plan should be on this moving “to do” list as well!
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November 09, 2017
Estate planning isn't about picking the right document. It's about creating a plan for you and your family that will meet your goals and expectations.
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May 16, 2017
Traditional "elder law planning" is neither centered on the Elder nor a proactive approach to planning. What are the problems with the current system and what can we as professionals do about it?
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