Archive for July 2023

Digital assets are increasingly becoming a significant part of our lives. We store our photos, videos, music, and other personal data online. We also use digital assets for financial transactions, such as online banking and cryptocurrency. As digital assets become more important, it is important to include them in your estate plan. This will ensure…

Retirement is often seen as the golden phase of life; it’s a time when we can finally relax and enjoy the fruits of our labor. However, despite having saved diligently throughout our working years, many individuals find it challenging to spend their hard-earned savings during retirement. This reluctance stems from various psychological barriers that prevent…

It is crazy to think that it is July and we are already halfway through this year. During this point of the year we always believe that it is important to reflect on the events of the last 6 months and on the progress of all of our clients long term plans. We also find…