Tag: Financial Accounts

What Went Wrong?

Recently I received an email from a client asking me what went wrong in her parent’s estate plan so as to make it so that they had to go through probate. She asked, “isn’t the purpose of getting a trust

Posted in Estate Planning, Probate Tagged with: , , , , , , , , ,

How your estate plan can help clean up your digital footprint.

Our digital footprint is growing nearly every month as we subscribe to more and more services that we manage over the internet via our phones and computers.  Technology, especially when it comes to managing our financial assets has given us

Posted in Estate Planning Tagged with: , ,