Protecting Digital Assets in Estate Planning
Cryptocurrency has become a new wrinkle in the development of an estate plan.
April 26, 2023
Blog Articles
What Happens when You Inherit a Retirement Account?
There’s almost always a reckoning when the government proffers a tax break. So it is with individual retirement accounts (IRA)s, 401(k)s and similar accounts that investors fund with pre-tax earnings.
November 3, 2022
Preparing Young Adults for Independence
America’s independence was not easily won. There was no guarantee the fledgling colonies would win, but they fought long and hard and, as a result, every July 4th we celebrate our nation’s independence. If there is a young adult in your life, you know they’re often fighting in their own way to declare their independence.
June 29, 2022
Digital Assets
What’s Happens to Digital Assets, When You’re Gone?
Until now, the terms of service for each individual site have determined who has ownership and access after a death and whether the assets are deleted, frozen or can be transferred.
January 7, 2020
Advance Healthcare Directives
Sharing Legal Documents and Passwords
Safe and shareable password storage is vital in today’s computerized world. The old solution–writing down passwords on paper set next to your keyboard–is not safe, not adequate and not shareable.
November 14, 2019
Decedent
Talking About Death on Facebook: Do This. Not That.
As an estate planning attorney, I talk about death all the time. Sometimes, I am talking to people on the worst day of their lives. Other times, I am asking them to talk about their own death. While people have a variety of ways of dealing with these uncomfortable conversations, it is always my job
August 16, 2019
Advance Healthcare Directives
Estate Planning for Digital Assets
When you think about your estate, you may think about your personal property, real estate, or investments. You also have other, less-tangible assets—and they also deserve your attention.
August 7, 2019
Digital Assets
How to Locate or Get Copies of Your Aging Relative’s Important Documents
You might be amazed at some of the bizarre places that people put their documents. It would take you a month of Sundays to find the papers if the person had not told you where to look.
August 2, 2019
Digital Assets
The Next Wave in Retirement Planning: Digital and Cyber Assets
The last thing anyone wants to see is all of that hard work negated at the end of their life. I’ve said this a million times, but stop putting off your estate planning and deal with it today!
July 30, 2019
Asset Protection
How Do I Include My Digital Assets in My Estate Plan?
Smart estate planning, therefore, includes addressing how to handle digital assets.
June 28, 2019
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