Apple Legacy Contact Information
How to add a Legacy Contact for your Apple ID A Legacy Contact is someone you choose to have access to the data in your Apple account after your death. …
Your Planning Team for Your Next Adventure
When planning your next great travel adventure, you may decide that you can do it yourself. You know what you and your travel companions want to see and do, how …
Important Issues to Address Before You Leave on Vacation
Getting ready to embark on your next great adventure? Before you zip up the last suitcase, here are five issues you need to address to protect yourself and your loved …
Myths and Frequently Asked Questions: Estate Planning for World Travelers
Myth #1: International travel is no different than domestic travel. False. Although all travel requires planning and can involve risk and complications, international travel requires taking extra steps and addressing …
Planning Your Digital Legacy
An estate plan often focuses on tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include your digital …
How Cryptocurrency and NFTs Fit into Your Estate Plan
Five years ago, cryptocurrency was probably not on your radar. Today, it may be an important investment in your portfolio. You could even own some nonfungible tokens (NFTs), which are …
Three Tips for Overwhelmed Executors
While it is an honor to be named as a trusted decision maker, also known as an executor or personal representative, in a person’s will, it can often be a …
Why a Trust is the Best Option to Avoid Probate
Ideally, when someone passes away, the paperwork and material concerns associated with the deceased’s passing are so seamlessly handled (thanks to excellent preparation) that they fade into the background, allowing …
Pour Over Will – Not Your Average Will
Wills and trusts are the two basic legal instruments that people use to pass accounts and property on to their loved ones at death. Although a revocable living trust is …
Yours, Mine and Ours: How Including a Pour-Over Trust can Simplify Your Planning
A number of married couples think about their accounts and property as “yours, mine, and ours,” especially if either or both spouses have gotten or will be getting remarried, married …