View Post

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 …

Read More
View Post

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 …

Read More
View Post

Reviewing Your Estate Plan: Marriage

In Blog, Estate Planning by casalmoreno

Recently converted your engagement to a marriage? Make sure you consider revisiting your estate plan before or after the wedding. If you already had an estate plan prior to getting married, it most likely does not account for your spouse. After the celebrations end, it is wise to sit down …

Read More