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 …
Letting Indecision Delay Your Estate Plan
https://youtu.be/Ufyt8eEq1jk The best reason I ever heard for not seeing an estate planning attorney came from a late client who, upon learning that over half of his estate might be taxed, said, "I …
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