2025

Planning for your digital footprint after you’re gone is an important complement to traditional estate planning. This post will help you consider what is involved in the process so you can safeguard your digital footprint. What is a Digital Estate? A digital estate encompasses all your online accounts, digital files, and electronic devices. This includes social media profiles, email accounts, online banking, cryptocurrencies, cloud storage, and more. Without proper management, these assets can become inaccessible, causing stress and potential financial loss for your loved ones. The Role of a Digital […]

The recently passed One Big Beautiful Bill Act (OBBBA) introduces significant changes affecting a broad spectrum of taxpayers. My aim is to help you anticipate how this legislation will impact your own financial planning—whether you’re a homeowner, parent, student, retiree, business owner or high-income employee. Let’s break down the key provisions and what they mean. For Itemizers: An Expansion of Property and Income Tax Deductions and a Reduction in Charitable Deductions One of the far-reaching changes in OBBBA is the overhaul of property-related deductions. The State And Local Tax (SALT)