Estate Planning

Planning for Digital Assets

When we think of estate planning we usually think of planning for traditional assets – Real estate, cash, investments, etc… But we now live in an era where access to our wealth and our personal information is kept digitally. Consider the information you have on your computer, smartphone, email accounts, digital notebooks, online accounts. Have …

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Trust for Kids

Last time we talked about the need to protect your kids and the importance of naming guardians. Today I would like to discuss the importance of protecting your assets for your kids. Leaving your assets to your kids while they are minors is a tragedy. Kids will take under UGMA, which means – assets will …

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Why Do We Plan?

I’ve spoken a great deal about the need for estate planning and how it can protect your assets for you and your family. But often times these concerns miss the real reason everyone needs an estate plan. Indeed, the greatest gift you can give to your family is the ability to keep their relationships with …

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