Category Archives: First Time Planner

Preserving Your Digital Assets

As technology progresses, we as a society start moving away from paper records, hard copy files, printed photographs, handwritten letters, etc. With so much of our lives ending up as electronic bits, doesn’t it make sense to properly preserve our digital assets? Continue reading

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Filed under Digital Assets, Estate Planning, First Time Planner

Digital Assets: FAQs

It is becoming more and more common for people to keep things electronically and to accumulate a significant amount of digital assets/property.  While not all digital assets may be ‘valuable’ in the financial sense, they may be very valuable in the sense that they are personal and sentimental, and should be treated like other personal property. We are at a point where digital asset planning must be taken into consideration when thinking about advance life planning. Continue reading

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Guide for First Time Planners

Written by: Anna Tarasyuk and Bryan Fiorito
 

There is no better time to start planning for your future than now. We would like to provide you a foundation for implementing a comprehensive and practical approach to the estate planning process. Continue reading

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Filed under Estate Planning, First Time Planner, Guide, Health Care Directive, Power of Attorney

Thinking About The “Unthinkable”

When it comes to planning for the unexpected many of us tend to put it off because no one wants to think about their own mortality. But, it is precisely because something can happen at any moment that we absolutely have to do at least some basic life planning. Continue reading

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Giving Back and Planning for the Future

We always emphasize the importance of planning, and especially the importance of having the essentials. Advance life planning is, unfortunately, an issue that tends to get brushed aside, often with devastating results. Continue reading

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by | March 3, 2014 · 3:10 pm

Life Planning: When Will You Stop Putting Off Your Future?

We all know that January is the month for making and attempting to keep New Year resolutions. The gyms are packed, and things are getting done. But, as February rolls around, the gym crowds disperse, and our to-do lists get longer and longer. We all make New Year resolutions; we also break them – habitually. Continue reading

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Filed under Estate Planning, First Time Planner, Uncategorized

Getting Organized and Getting Ready for Tax Season

If you have decided to have an estate plan created, one of the first things you will have to do is get organized. You will need to make sure you have the necessary documents and information in order to have a thorough estate plan. In addition to getting organized, you will also need to start thinking about how an estate plan may affect your taxes, both personal and business. With the New Year come and gone and with January half over, the dreaded April 15th deadline is starting to creep up on us. Continue reading

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Filed under Business Planning, Estate Planning, First Time Planner, Uncategorized

Thinking About Tomorrow, Today.

Too often we focus on the present and forget to plan for the future. There are too many distractions and too many excuses. Being too busy, too lazy, or thinking that things will just fall into place can lead to a lot of stress when the unplanned happens. Continue reading

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The 3 Must-Haves You Didn’t Know You Needed

“I don’t have assets, so I don’t need to plan.” This is one of the biggest misconceptions about estate planning. Estate planning is not just about dividing up your assets; it is about planning for your future.  Continue reading

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Filed under Estate Planning, First Time Planner, Health Care Directive, Nomination of Guardian, Power of Attorney

Powers of Attorney: FAQs

Q: What is a power of attorney?
A: A power of attorney is a legal document that gives someone the authority to act on your behalf. Powers of attorney can exist for legal, financial and medical matters.

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Filed under Estate Planning, FAQs, First Time Planner, Power of Attorney