Most clients and advisors are acutely aware of the value of a thoughtfully designed estate plan that provides for the eventual disposition of a client’s tangible and financial assets. Despite this, even the most carefully constructed estate plan often overlooks a client’s digital assets. In today’s society, almost all […]
You may have great estate planning documents. You may have discussed them with your family . You may have even inventoried your digital assets and feel that your job is done. But your estate plan may still be missing one BIG thing: a “letter of instruction.” Do your representatives […]
Digital property is increasingly becoming a more important part of estate planning. Individuals should consider their digital property, in addition to their tangible assets, when finalizing and reviewing their estate plans. A person’s digital property and electronic communications are referred to as “digital assets” and the companies who store […]
No matter how you choose to spend your time on Earth, you will inherently leave behind a legacy. This includes what you’ve created that you will pass along (wealth, assets, knowledge) and what you stood for or represented while you were alive (strong work ethic, humility, etc…). Leaving some […]
Laptop 3242862 1920 395×282 Despite the ever-growing role of social media and online services in people’s lives, they often neglect to include their digital estates in their estate planning. This can lead to headaches and complications for heirs during an already difficult time, and raises the question of who […]