Are Your Digital Assets Protected? Don’t Overlook This Important Piece of Your Estate Planning Puzzle The concept of estate planning has always been pretty straightforward: by “planning” in advance, you can ensure your assets are protected should you become incapacitated, and later distributed in accordance with your wishes after you’re gone. Of course, the…
6 Steps to Ensure Your Estate Plan’s Success Estate planning is about getting plans in place to manage risks at the end of your life and beyond. No one wants to spend more time than necessary contemplating their mortality. But putting in the work now will save your loved ones from months or…
Your will, trust and POA aren’t the only things you need in your estate plan. Here’s what you need to know about advance healthcare directives.
3 Things You Should Know About Being A Trustee If you’ve been designated as the Trustee in an estate plan, you might be wondering what comes next. And if you’re not, you should be. Because being a Trustee is serious business. In very basic terms, you have been appointed to administer a trust…
In case you haven’t heard… now is a great time to ensure you have an up-to-date plan in place to manage risks and ensure your wishes are honored if you become unavailable for any reason. Does your estate plan identify the people in your life that you trust have the skills, availability, objectivity and fortitude…
So you’ve finally gotten through the initial step of creating and executing your estate planning documents. Now you’re wondering where should you store the originals. The answer is really simple—in a safe and accessible place. But what does that mean exactly? This article provides tips and insights to help make sure that all the work you’ve put in to creating a thoughtful and meaningful estate plan serves you, by ensuring that your documents are safe, accessible and available to your successor agent(s) when they need them.
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Lindsay Leonard, a California licensed private professional fiduciary, has continuously offered her services to the public for the last 10 years. In that time, she encountered many situations where families struggled with their own internal dynamics during periods of rapid, cumulative changes. Those shifting components led her clients to seek outside assistance, which eventually brought them to…
