Pre-Retirees & Retirees

A person is using a smartphone with both hands, while another gestures towards a document on a desk. The background includes a laptop. The focus is on the smartphone screen displaying text and a keyboard, perhaps part of an estate plan being reviewed digitally.

Where’s my stuff? Digital Assets and your Estate Plan

“Honey, where did you put that frequent flyer statement/prescription list/photo from last week’s company picnic – you know… where do you keep our stuff?” It used to be we would answer that question by pointing to a file cabinet, junk drawer, bookcase, or pile of papers: “Look over there.” But thanks to new technology, the answer is no longer that simple. Now, we might just as readily point to our laptops, tablets, or smartphones. Our most

Read More »

How can we help?

This field is for validation purposes and should be left unchanged.