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estate planning

What Is a Digital Estate Plan, and Do I Need One? 

by
Frank Napolitano
J.D., CFP®, CFA® Charterholder - Senior Financial Advisor

June 20, 2024

The picture shows lines of code to represent the digital assets you would put in a digital estate plan.

A digital estate plan might seem unusual, but digital assets and the laws governing them are something of a new frontier in estate planning.

The Essential Estate Planning Tool You’ve Never Heard of? 

by
Frank Napolitano
J.D., CFP®, CFA® Charterholder - Senior Financial Advisor

January 30, 2024

The picture shows a squirrel with a look of surprise and disbelief on his face because he's never heard of a Letter of Instruction.

A Letter of Instruction is not a legal document, but it can play an important role in your overall estate plan.

Charitable Giving and Your Estate Plan

by
Frank Napolitano
J.D., CFP®, CFA® Charterholder - Senior Financial Advisor

August 31, 2023

The picture shows a gift wrapped with a ribbon to represent charitable giving.

Did you know charitable giving can be a beneficial part of your estate plan? Learn how and why it might make sense for you.

How Can Trusts Save on Estate Taxes?

by
Frank Napolitano
J.D., CFP®, CFA® Charterholder - Senior Financial Advisor

August 29, 2023

The picture is of a grandfather teaching his granddaughter. This represents his helping her by using trusts to avoid estate taxes.

What are the estate taxes, how are they calculated, and how can adding trusts to your estate plan help you avoid them?

The Basics of Estate Planning

by
Frank Napolitano
J.D., CFP®, CFA® Charterholder - Senior Financial Advisor

June 20, 2023

The picture shows the words estate planning types on a page.

Since property can pass through or outside of probate, often, an estate planning attorney can help you decide on the best plan for you.

Sensible Financial Tips (part 2)

by
Marie St. Clare
CFP® - Financial Advisor

May 25, 2022

The picture shows the tips of pencils to represent financial tips.

Members of the Sensible staff came up with financial tips on retirement, insurance, estate planning, and security for part 2 of this series.

6 Questions to Ask if You’re the Executor

by
Laura Williams
CFP®, ChSNC® - Senior Financial Advisor

May 24, 2021

The large question mark represents the executor's questions.

When an individual names you as executor of their will, you feel honored and then reality sets in. What questions should you ask?

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