An elderly couple reviewing documents with a financial professional.
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The Importance of Adapting Financial and Estate Plans to Legal Changes

When the foundation of a structure becomes unstable, everything built on top must adjust or risk collapse. This principle is not only true in construction but also in financial and estate planning. In the United States, financial and estate planning is deeply intertwined with legal and tax codes, which form the foundation for achieving our financial…

A woman in a pinstriped blue shirt and a man in a white button-up shirt are both holding mugs and conversing with a banker.
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Unlocking the Digital Vault: A Guide to Digital Estate Planning for Small Business Owners

In the digital age, our lives and businesses are intricately woven into the fabric of the online world. From financial transactions to client communications, much of our business activity now takes place in the digital realm. Yet, many small business owners overlook a crucial aspect of estate planning: the digital estate.