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Articles Posted in Technology

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Utilizing Estate Planning for the Digital Future

People interested in estate planning are increasingly placing digital asset clauses in their estate planning documents. This unfortunately adds another layer of complexity to estate planning. As focus in digital assets becomes more popular, the need for adequate estate planning also increases. People want to make sure that their financial…

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Situations Where Your Digital Assets Last Longer Than You

While estate planning, it’s a good idea to make sure that various parties involved with your estate including personal representatives, agents appointed through a durable power of attorney, and trust receive the information they need to both access as well as manage your assets in case you end up incapacitated…

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Estate Planning in the Digital Era

A survey recently reported that over 80% of people who work in estate and financial planning utilize digital trends to support estate planning. Family structures are increasingly complex with currently 34% of respondents reporting that the appointment of beneficiaries was a primary cause of fighting among a family. Market volatility…

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