Estate Planning; Details That You Need to Know to Protect Your Family & Assets

Paul FennerEstate Planning

Planning

Estate planning is one of the most critical aspects of the wealth planning process.  It is often an overlooked and disliked topic to face because it involves death and many subsequent emotional decisions.  However, when it comes to protecting your family and having your story told, estate planning is essential. Estate planning is; The process of accumulation, management, conservation, and … Read More

Do Not Overlook Digital Assets Within Your Estate Plan

Paul FennerEstate Planning

Estate Planning

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