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Estate Planning & Your Digital Assets

Posted by Zach Dana on July 6, 2017

  The obvious things to take into account when it comes to estate planning include assets like cash, property, jewelry and other tangible possessions that you want to pass on to your loved ones. But today your assets are not limited to such items. We spend an increased amount of time online and leave behind a […]

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The Difference Between Asset Planning and Estate Planning

Posted by Zach Dana on June 19, 2017

  Too many people think that when it comes to financial planning, such as asset and estate planning, this is only for the rich.  Nothing could be further from the truth.  No matter if you own or rent your home, have a modest income or you are a millionaire living on the hill, you should consider speaking […]

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Benefits of a Living Trust

Posted by Zach Dana on June 1, 2017

Regardless of your wealth, estate planning is crucial to making sure that your prized possessions and other assets are handled in the best way possible after you die (or should you become otherwise incapacitated). While not a necessary component to estate planning, many find that building what is known as a “living trust” is a […]

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4 Steps for Setting up Your Estate Plan

Posted by Zach Dana on May 19, 2017

You know you should plan your estate to make things much easier for your loved ones in the event of your passing, but the truth is that estate planning probably hasn’t made its way onto your “to do list” just yet. You’re not alone.  In fact, the reason most people put off planning their estate is because […]

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