How to Create an Estate Planning Playbook
July 21, 2025
Most people believe that once they’ve set up a will or living trust, their estate plan is complete. But here’s the truth: Legal documents alone don’t tell the full story.
Can I Include Digital Assets in My Estate Plan?
April 22, 2025
A new survey from Bryn Mawr Trust found that Americans estimate an average value of $191,516 in digital assets; yet, 76% of them still have little to scant knowledge of digital estate planning.
An Estate Plan To-Do List to Get Planning Done
March 7, 2025
Whether you’ve experienced a marriage, divorce, the birth of a child, or the loss of a loved one, it’s crucial to ensure that your plan aligns with your current circumstances.
Does Your Estate Plan Include Digital Assets?
March 6, 2025
Most individuals don’t ever consider the value and extent of their digital assets and the potential loss if these assets become inaccessible or the conflict that can arise if it’s unclear who has access to and control over them.
Millennials Need Estate Planning
November 14, 2024
I thought planning for death or injury was something I wouldn’t have to worry about for many years. However, the truth is that anybody over 18 should consider it.
What Happens to Digital Assets when You Die?
September 25, 2024
Nobody wants to leave heirs a confusing collection of files they can’t open, accounts they can’t access and assets they can’t locate.
Estate Planning for Digital Assets
July 24, 2024
Digital assets are now a major cause of problems in settling and distributing estates. You must carefully consider and incorporate your digital life into the estate plan.
Digital Life Lives on After You’re Gone, Unless You Plan Ahead
April 4, 2024
We all have a digital footprint that does not necessarily die with us. There are three things you should do to best prepare your executor, trustee or other personal representative to properly handle your posthumous digital affairs.
Make a New Year’s Resolution to Do Your Estate Planning in 2024
January 16, 2024
Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…
Digital Assets in Estate Planning
December 19, 2023
In the contemporary world, digital assets have evolved to become an essential component of our lives. From emails and photos to online financial portfolios, these assets play a vital role and are of significant value. However, what happens to these assets when we are no longer around? Integrating digital assets in your estate planning is a step towards ensuring that these assets are managed and passed on according to one’s wishes. What is a Digital Asset? A digital asset is any content owned by an individual in digital form. This can include everything from email accounts and online accounts to…