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Estate Planning in Different Eras

Estate Planning
Estate Planning in Different Eras

Your estate plan should grow and change as your life does. Sometimes that means small updates. Other times, it means an overhaul. I’ve done two rounds of estate planning myself – each reflecting a different chapter in my life. Round 1: The “Maxed-Out Me” At the time, I was eight months pregnant, parenting a preschooler,...

Safely Storing and Sharing Passwords

Estate Planning
Safely Storing and Sharing Passwords

[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] With more transactions taking place, and accounts being managed, online – it has become increasingly important for individuals to do at least some element of digital asset planning as part of their estate plan.  Perhaps the most basic level of this type of planning includes having a plan...