Gift Planning

What's New?

Expiration Date Tracker

When Can You Safely Discard These Important Documents?

It may be summer, but it’s not too late to finish your spring cleaning. As you sort through your belongings, including paperwork, it’s important that you don’t throw out the...

Estate Planning in the Digital Age

Protection When Life Is Lived Online

Most of us are living life online. We manage bank accounts, read the news, browse social media and shop for, well, just about everything. With all those accounts come oodles of usernames,...

How to Change Your Will

Leveraging Your Will for Your Legacy

Life changes. The will you created years ago, or even just last year, may not reflect your current wishes and circumstances. But just because you need to update your will does not mean you need a...