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July 2015 Archives

Important estate planning considerations for newlyweds

August is one of the most popular months of the year for people to get married. As August begins next week, we find it prudent to write a post about the benefits of estate planning for newlyweds. Of course, we believe that conversations about this topic are important because in the next month you will be consumed with last minute wedding planning issues, going on a honeymoon and trying to return to normal life afterwards.

Three helpful tips for protecting digital assets

Estate planning in the 21st century is no longer considered, non-traditional planning. With so many people having digital assets, including email accounts, Twitter handles and Facebook pages, it is important to know what to do, and what the rules are in handling these assets when a person passes away.

Assets that can be transferred without the need for probate

Indeed, the difficulties of dealing with a death in the family can be exacerbated by disputes over how to distribute one’s personal property after a loved one’s death. These problems are ostensibly resolved through probate, which is the legal process of transferring ownership of personal property from the deceased to another person.

It's never too early for end-of-year tax planning

The latest jobs report may suggest that all is going well with the U.S. economy thus far. After all, with more than 200,000 jobs added in June, and more than $1 trillion in mergers and acquisitions announced this year in corporate America, there should be cause for optimism. However, the stability of credit markets remains slightly uncertain, as the debt default in Greece could have a destabilizing effect.

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