Failure to plan could mean some of your digital assets will be lost. Have you considered how much of your life is stored in digital accounts? Depending on your age, it’s possible that…
Have You Included Digital Assets in Your Estate Plan?
9 Things You Need to Know About Creating a Will
August is National Make-a-Will Month. To honor this pillar of estate planning, Personal Capital will be releasing a series of articles to help you navigate the basics of creating a will. To…
Have You Designated a Trustee for Your Estate?
When people hear the term “estate planning,” many just tune out, assuming it’s something only the hyper-wealthy or elderly have to worry about. But it’s never too early to start…
Setting Up a Trust Fund: What You Need to Know
Imagine: you’ve worked hard over the years to grow and manage your assets so you can leave a lasting legacy to your family and ensure they are taken care of when you are gone. Now imagine…
Transferring Wealth After the Tax Reform Act
The new tax reform that was signed into law in December, 2017, made important changes that will affect estate planning and wealth transfer strategies for many individuals and families. Here…
