Tag Archives: Organization

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

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

So You’re Going to be an Entrepreneur…

Congratulations!  Deciding to run your own business is exciting, overwhelming, and at times just plain scary. Continue reading

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Filed under Business, Business Planning, Entrepreneurship

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