Talking about end-of-life planning with family can be tough. Different opinions, emotions, and family dynamics often come into play, sometimes leading to misunderstandings or even conflicts. In this post, we’ll explore how family dynamics can influence the planning process and share some practical tips for making it a little smoother.
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Essential Legal Documents for End-of-Life Planning (Without the Legal Jargon)
If you’re like most, talking about end-of-life planning might not be the most exciting topic, but it’s one of the most important things you can do for yourself and your loved ones. And it’s not just about having conversations—it’s about making sure your wishes are legally documented so they can actually be followed.
Continue readingNew Tax & Contribution limits for 2024
The New Year is upon us and many of us take this time to lay out our financial plan for the upcoming year. There are some important changes to tax rules and limits that you should be aware of that may affect your planning. We’ve outlined them here to help you create your best plan.
Continue readingWhat’s Your Digital Legacy?
A digital legacy includes all the online accounts, digital assets, and internet profiles left behind when a person dies. Some people may only have an email address. Others maintain an extensive digital footprint over their lifetime. Recent studies indicate a single email address is associated with an average of 130 digital identities!
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