10 Reasons to Create an Estate Plan Life is uncertain. While no one likes to think about their mortality, the hard fact is that everyone will pass away some day and leave assets to someone else. An estate plan can help you to: Make sure your assets go to the right beneficiaries Without an estate…
The Estate Planning Must-Haves by GLENN CURTIS Here is a list of items every estate plan should include: Will/trust Durable power of attorney Beneficiary designations Letter of intent Healthcare power of attorney Guardianship designations In addition to these six documents and designations, a well-laid estate plan also should consider the purchase of insurance products such…
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…