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Communication is Key in Estate Planning

In Blog, Estate Planning, Wills by casalmoreno

The key to successful estate planning is communication from the outset. In planning, most distribute their wealth and assets equally to their heirs. Some, however, opt for unequal distribution. This typically occurs under certain circumstances such as an heir with a disability or an estranged son or daughter. If you …

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New Year, New Estate Plan

In Blog, Estate Planning by casalmoreno

New Estate Plan for the New Year The clock strikes midnight, the champagne is popped, and you’ve finished your rounds of “Happy New Year!” to your family and friends. Now what? Typically, January 1st consists of hard reflecting on the new year’s resolutions we plan to implement and hopefully carry …

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What is Your Digital Legacy?

In Blog, Estate Planning by casalmoreno

How often do you think about your digital legacy? When we think of estate planning, one of the first things that comes to mind is a list of the assets we own. But have you ever considered your digital assets as a part of this list? Are you aware of …

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