Blog

Dec 12, 20226 min read

Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?

Whether it is called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it is a fact that a...

Dec 9, 20224 min read

HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH — PART 1

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

Dec 5, 20225 min read

4 Year-End Tax-Saving Strategies For 2022

Although the end of the year can be a hectic time, it is also the deadline for your family to implement a number of key tax-savings...

Jul 10, 20214 min read

Managing Your Digital Afterlife: A Guide to Facebook’s Legacy Contact

If you use Facebook to share, track, and report on important life events, it can provide an intimate snapshot of your life. It can also...