by Ruby Steinbrecher | Jan 25, 2024 | Estate Planning, Estate Taxes, Legacy, Retirement, Tips, Wills
Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost, do-it-yourself (DIY) and sometimes even free estate planning documents, such as wills, trusts, powers of attorney, and healthcare...
by Ruby Steinbrecher | Jan 5, 2024 | Estate Planning, Estate Taxes, Finance, Tips
Last week we looked at four different ways to lower your tax liability for 2024, from adjusting your tax withholding to strategically planning your medical procedures. In this week’s blog, we discuss four more tax-saving methods you can use right now to owe fewer...
by Ruby Steinbrecher | Dec 29, 2023 | Estate Planning, Estate Taxes, Finance, Tips
It might seem a bit early to think about your 2024 taxes, but as the year draws to a close, it’s the perfect time to take a closer look at your financial situation and make some strategic moves that can help you minimize your tax liability come April. Year-end...
by Ruby Steinbrecher | Dec 15, 2023 | Estate Planning, Finance, Retirement, Tips, Trusts, Wills
The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If you’ve been meaning to talk to your family about money, inheritance, end-of-life decisions, estate planning, and creating a plan for...
by Ruby Steinbrecher | Jul 25, 2023 | Estate Planning, Probate
Probate is the legal process for recognizing the validity of a person’s will after their death and appointing the nominated decision maker. This person, also known as an executor or personal representative, administers the deceased person’s estate and ensures that...
