by Brian Douglas | Apr 1, 2020 | Estate Planning
Over the past few weeks, the coronavirus pandemic has changed many people’s mindsets as well as their way of living. The social distancing and shelter-in-place orders have created an unexpected amount of downtime at home. Also, people are concerned about COVID-19 and...
by Brian Douglas | Mar 25, 2020 | Estate Planning
With the current wealth gap between the older US population and their younger family members, many parents (or grandparents, relatives) may find themselves in a situation where they’re loaning money to their loved ones. While it is great to be a position to help your...
by Brian Douglas | Feb 21, 2020 | Estate Planning
In the current digital environment, so much of what we do is online or on our phones and computers. Things that used to exist in a physical sense are now becoming digital. Email is replacing paper. Heirlooms are becoming digitized, with many photo albums existing...
by Brian Douglas | Feb 3, 2020 | Estate Planning
Now that New Year’s is a few weeks behind us, how are those resolutions going? If your answer is “not as well as expected,” don’t worry. 80% of people who make New Year’s resolutions lose their momentum around late-January or mid-February (Source: US News & World...
by Brian Douglas | Jan 14, 2020 | Estate Planning
Where Should I Keep My Estate Planning Documents? After you have gone through the process of creating an estate plan, where should you keep your estate planning documents? You want to protect the paperwork that you so carefully prepared, but also, you want your loved...
by Brian Douglas | Dec 23, 2019 | Estate Planning
It’s 2020! Time to make those personal resolutions for the new year. As you work through your To Do list, Brian M. Douglas & Associates has some advice about estate planning projects you can tackle this year. Create a Secure Filing System If you collect and store...
