Estate Planning

Blog & Resources

Digital Asset Estate Plan: From Likes to Legacies

In today’s digital age, our online lives have become an important part of who we are. From social medial profiles to financial accounts and personal documents, our digital footprint holds immense value. Yet, many people overlook the importance of a digital asset estate plan for the management of these assets after they...

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Digital Assets: Overcoming Accessibility Challenges

In our increasingly digital world, our online lives have become extensions of our physical selves. From social media to financial accounts, digital assets hold significant value. Despite their prevalence, loved one’s can have issues accessing them after your incapacity or death. Potential Accessibility Issues for Digital...

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Digital Assets: Organizing Your Online World

Digital asset estate planning is an important part of your estate plan. Organizing and planning for the management of your digital assets is a crucial step in helping your agent or personal representative manage your estate after your incapacity or death. In a world where every site requires a log in, it seems impossible...

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What is Digital Asset Estate Planning?

Digital asset estate planning is increasingly important in today’s technology-driven world. It involves organizing and planning for the management and distribution of your digital assets in the event of your incapacity or death. It is important because it helps protect your digital assets, ensures your loved ones know...

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Is a Trust Right For Your Estate Plan?

When you evaluate your current estate plan, you should ask: "Is a Trust right for me?  At the beginning of each year, we encourage everyone to review their estate plan or lack thereof.  Do you have the proper tools to protect yourself if you become incapacitated?  Do you have the right plan to protect your loved ones and...

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Finding the Right Estate Planning Attorney

Finding the right estate planning attorney in your area can feel like an overwhelming task? Doing a Google search will likely create a list of dozens, even hundreds of links to attorneys in your area.  Some do estate planning.  Some do not.  You can spend hours reading attorney websites to see which ones might be able to...

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Can I Use Internet Forms For My Estate Planning?

I give a lot of community presentations estate planning.  At these presentations, the most common question get is: Can I use internet forms to do my estate planning? The answer I give in my presentation is from the old Fram Oil Filter commercial: "The choice is yours. Pay me now. Or, pay me later."  In essence, use of...

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Can I Leave Money To A Charity In My Will?

In life we passionately support the charities we love.  However, we often believe we can no longer do so after we die.  A common misunderstanding is that one must be wealthy to leave money to a charity in an estate plan.  When I ask my clients about leaving money to their favorite charity in their estate plan, they often...

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