What are digital assets and what role do they play in estate planning?

The thought of speaking with your parents about important and often sensitive topics like their finances and estate planning probably makes you want to run as fast as you can in the opposite direction. Nonetheless, having this conversation is the key to ensuring that your parents are able to live their golden years without financial worries and that their wishes are carried out after their death.

Starting a business is exciting, but protecting it is just as important. One often-overlooked safeguard is the operating agreement — your company’s legal playbook. It sets the rules for decision-making, ownership changes, and daily operations, helping to prevent disputes and protect members from personal liability. Whether you’re launching a multi-member LLC or running a single-member company, an operating agreement is key to long-term success.

Life changes—your estate plan should too. Attorney Gabrielle J. Kauk shares six signs it might be time to update your plan, from major life events to changes in assets, relationships, or simply the passage of time.

The Supreme Court's ruling in Connelly v. United States affects how life insurance proceeds are valued for estate tax purposes in corporate buy-out structures. Learn how this decision may impact your business’s estate planning and life insurance strategies.