Avoiding 4 Main Obstacles to Digital-Era Estate Planning
Identifying the digital property you own and managing it is more necessary than ever. From smart home devices to online investments and bank accounts, we’ve gone way beyond using the internet to email family and social media to connect with friends. In a recent...
The Great Wealth Transfer: Managing Your Inheritance Wisely
We are in the midst of one of the most substantial intergenerational transfers of wealth in history. Referred to as the “Great Wealth Transfer,” it is expected to continue for another couple of decades. Baby boomers are the primary source of the wealth being...
IRS: Request an IP PIN to Protect Against Identity Theft
In 2023, consumers across the United States lost a total of more than $10 billion to fraud, according to the Federal Trade Commission. More than a million of them were victims of identity theft, with reports of these and other types of scams up from the previous year....