Digital Property: The Intersection of Legacies, Technology, and the Law

Today, the average internet user has over 240 online password-protected accounts,1 and 97 percent2 of American adults own smartphones, meaning that the “average American” is an internet user. Digital property in a trust or estate plan cannot be managed the same as physical property. This brings to light a new and expanding challenge in trust and […]

Four Things A High School Senior Needs to Know Before Graduating

Young adults are not known for being the most fiscally responsible people. Yet financial planning is more important than ever for a generation that is struggling with high inflation and debt and has a tendency to prioritize spending over saving. If your advice is falling on deaf ears, try putting yourself in your child’s position […]

Does a Young Adult Need a Will?

As our client and a parent, you know that having a comprehensive estate plan ensures that your children will be taken care of if something happens to you. But what if something happens to your child? Should they have a will, too? And if they do not, what happens then? These are some of the […]

Running a Well-Oiled Estate Plan

  Your estate plan = the vehicle for your generational wishes. Consider the analogy. When you purchase a vehicle, you understand that it will require ongoing maintenance to enable it to continue taking you to your destinations throughout the years. Regular oil changes, tire rotations, and brake checks all address wear and tear to ensure […]

MyProxy Wallet Card Initiative

Our firm’s new initiative, the MyProxy Wallet Card, features a free wallet-sized Halachic Living Will and Health Care Proxy card, which was recently featured in Hamodia newspaper. This initiative marks a significant step in our ongoing efforts to align health care decision-making with halachic principles. Organizations like Chayim Aruchim and NASCK have been at the […]