Digital Assets and Your Estate

http://www.youtube.com/embed/Jk2LSkuyjLw Defining Digital Assets Digital assets can be loosely defined as any online or electronic records, art, images, emails, creations, files, accounts or subscriptions that are owned by an individual.…

Continue Reading

Making a Financial First Aid Kit

http://www.youtube.com/embed/j1FEYlXOKFY Disaster preparedness is a practical step everyone should take to keep themselves and their family safe during all kinds of emergencies. And while having water, canned goods, and medical…

Continue Reading

Preparing for Diminished Capacity

http://www.youtube.com/embed/IVQgNrsSjjM No one wants to think about a time when they may not be able to make their own financial decisions, but the truth is that we could all be…

Continue Reading

Beneficiary mistake #6: Gifting away tax benefits

http://www.youtube.com/embed/MsHqG92jAvI" width="560" height="315" frameborder="0" allowfullscreen="allowfullscreen"> Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life…

Continue Reading

Prepping for 2013 Tax Filing

The IRS recently announced that they’d begin processing tax returns on January 30th, 2014. If you’re not ready to meet that aggressive timeline, you can always wait until the April…

Continue Reading