Category Archives for "Estate Planning"

Dec 09

5 Steps For Adding Digital Assets To Your Estate Plan

By Amy Hsiao

Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenges when it comes to estate planning. If you haven’t planned properly, for example, just locating and accessing all of your digital assets can be a major headache—or even impossible—for your loved ones following […]

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Nov 18

Buyer Beware: The Hidden Dangers of DIY Estate Planning—Part 2

By Amy Hsiao

Last week, we shared the first part of this series on the dangers of do-it-yourself estate planning. Here, we’ll look at how online legal documents can even put your minor children at risk.  Given how far web-based technology has evolved, you might think online legal document services like LegalZoom® and WillsandTrusts.com have advanced to the point […]

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Nov 11

Buyer Beware: The Hidden Dangers of DIY Estate Planning—Part 1

By Amy Hsiao

Do a Google search for “online estate planning documents,” and you’ll find dozens of different websites. From Legal Zoom® and Willing.com to Rocket Lawyer® and Willandtrust.com, these do-it-yourself (DIY) planning services might seem like an enticing bargain.The sites let you complete and print out just about any kind of planning document you can think of—wills, […]

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Nov 04

4 Year-End Tax-Saving Strategies for 2019

By Amy Hsiao

As we head towards the end of the year, we’re fast approaching the deadline to implement your family’s tax strategies for 2019. The Tax Cut and Jobs Act (TCJA) completely overhauled the tax code, and if you’ve yet to take full advantage of the benefits offered by the new tax law, now is the time […]

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