Digital Assets Inventory Worksheet
The term “digital assets” refers to personal information that is stored electronically on either a computer or an online “cloud” server account that belongs to an individual. Anyone who uses e-mail, has a password protected cell phone, makes online purchases, or pays bills online has digital assets.
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Estate Planning After Divorce
When did you first think about your estate plan – was it when a parent or grandparent died, after the birth of a child or during a serious illness? You probably don’t want to deal with lawyers or more legal documents now that you are divorced. However, this is a critically urgent time in your life to make changes to your estate plan.
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Estate Planning for Special Needs
One of the most important tools in creating an estate plan for a person with special needs is the creation of a Special Needs Trust. It may be created as an Inter Vivos Trust (one created during lifetime), or as part of a Will (also known as a Testamentary Trust).
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