Estate planning is one of the most critical aspects of the wealth planning process. It is often an overlooked and disliked topic because it involves death and many subsequent emotional decisions. However, estate planning is essential for protecting your family and having your story told. Estate planning is; Key Documents That Make Up an Estate Plan I prefer to look … Read More
Do Not Overlook Digital Assets Within Your Estate Plan
When it comes to setting up an Estate Plan one often looked at items are digital assets. What constitutes a digital asset you may ask? Think about an iTunes, Facebook, or Twitter account, or a website with hundreds or even thousands of followers. These all constitute digital assets. As more and more of our lives become digital or even cloud-based, … Read More
