How to include both physical and digital assets in your estate plan by Peter Wolynski From purchasing goods with a PayPal account to sharing family pictures through a cloud-based photo album, online activities have become increasingly engrained in our daily lives. But have you considered that each of these actions involves a digital asset? In…
Have you included digital assets in your estate plan? By Liz Weston This article is reprinted by permission from NerdWallet. Executors can’t demand access to your digital assets unless you specifically give them authority. You may not own cryptocurrency or nonfungible tokens. You may not have a big Instagram following or run an online business. But if you do…
8 Documents That Are Essential to Planning Your Estate Do your loved ones a big favor: Get your affairs in order so you don’t leave survivors to face a legal mess. Marilyn Lewis • March 20, 2021 If you want loved ones to remember you fondly, tackle your estate planning tasks. Your heirs will thank you for not leaving…
David’s Take on Digital Assets (a peak into our monthly newsletter, the Navigator. Check it out here!) Are you paying attention to your Digital Assets? Everyone is familiar with their bank accounts, IRAs, 401k, and so many more assets that should have beneficiary designations to ensure these assets transfer smoothly after death. But who has…