Image by FamZoo Staff, via Flickr Why do I need an estate plan? The answers can be as varied as the individuals who pose the question. Reasons often mentioned include preserving assets, protecting beneficiaries and reducing death taxes. Certainly, the purpose of the core document of any estate plan, […]
Sharon Hartung, founder & principal of ‘Your Digital Undertaker’ has written a book which is a must read in the digital era-especially if you are a lawyer drafting Wills! Sharon is a fellow colleague and STEP Affiliate and a committee member of the STEP Global Digital Assets Special Interest […]
Did you know the average American has $55,000 in digital assets? That’s something definitely worth including in your estate plan. Here’s how to get started. Getty Images If you have a normal corporate job and don’t own a website, you may be thinking you don’t have to worry about […]
The role of an executor can be fraught with peril as the personal representative (PR) is tasked with consolidating a lifetime of assets and liabilities. Often, the deceased may have the foresight to appoint an executor but fail to help the executor locate everything needed to administer the estate […]
More and more of our daily activities are moving online. All aspects of our lives –whether financial, social, work or leisure — increasingly have a presence on our computers or the Internet. Smart estate planning, therefore, includes addressing how to handle digital assets. Historically, estate planning consisted primarily of […]