When Should You Share Your Estate Plan?

February 22, 2024

At some point, you’ll want to share your estate plans with your loved ones—and the first step in this process may be to hold a family meeting.

Preparing for AI in Your Will

June 26, 2023

Grief technology, the use of images and voices after a person’s death, is already an existing thing, with Seance AI programs to communicate with grandchildren.

Digital Assets Pose New Challenges

June 15, 2023

If you believe that you don’t have digital assets that need protection, think again: its almost impossible today to not have a significant digital footprint.

How to Protect Yourself from Online Fraud

September 19, 2022

Get a message offering help with a computer problem you didn’t think you had? It’s probably a scammer looking for your money and personal information.

How Do I Store Estate Planning Documents?

July 6, 2022

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

Introduce Your Parents to a Password Manager?

May 26, 2022

Ever heard the phrase, “a chain is only as strong as its weakest link?” The same goes for a financial portfolio: It’s only as safe as the password that protects it.

Avoid Password Problems After Death

January 12, 2022

Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.

Who knows “Where Your Money Is?”

December 2, 2021

Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.

Do You Need to Plan for Digital Assets?

May 13, 2021

Estate planning isn’t just about hard assets anymore. Who will read your email when you die?

Protecting a Digital Legacy

June 16, 2020

The world exists just as much online as it does offline. Failing to recognize that when planning for the end of life can lead to unexpected repercussions for survivors.

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Digital Assets