Document your digital assets. Imagine you have a nearly $1 billion empire of music, movies, and royalties. Sound good? Now imagine you have no will, aren't in a committed relationship, and have no …
How To Choose Trustees? 3 Factors
A former boss of mine used to say choosing a trustee comes down to 3 factors: talent, temperament, and time. There are a variety of reasons to set up a trust; so each factor’s importance will depend …
Dig Those Digital Assets
How many digital assets do you have? While it’s tax time and you are pulling the details of your financial life together, give this some thought: if necessary, how could someone easily step in the …
Mind Your 4 Digital Asset Types
An attorney I met had a father-in-law who ran 3 businesses from his Blackberry. When he died suddenly, she was shocked at how difficult it was to access his emails, accounts, and online life. Every …
Dig Those Digital Assets
Shortly before a relative of mine died in 2008, he showed me where and how he kept his financial life organized. He had accounts in more places than I could keep track of in my head. So we wrote them …
