Legacy Contacts: The Easy Way to Access Social Media Accounts After Death Remember the days when losing your phone meant losing all your photos, phone numbers, notes, and other memories?? Well, have you ever thought about what would happen to all the data on your phone if you were to pass away? If your family members don’t know your passwords …
Digital Estate Planning: How to Protect Your Virtual Assets Did you hear about the dog who inherited a million dollars? Well, what about a virtual humanoid block inheriting a million coins? Technically, the block and the money don’t exist, but the coins are still worth over $1,000,000. How’s it possible? Because we’ve expanded beyond buying traditional property to enhancing our …
The One Thing You Can Do TODAY to Start Your Millennial Estate Planning Journey Now that you’re entering middle age, your days are likely packed with the dual responsibilities of caring for your children and aging parents. Unfortunately, this gives you very little time to think about yourself—and making an estate plan might not be high on your list. Let’s …
Smart Strategies for Financial Security When you think about receiving an inheritance, you likely imagine financial freedom. However, research shows that many people spend their inheritance quickly, often with little to show for it. One study found that a significant number of Americans see no long-term benefit after receiving their inheritance. Baby boomers, in particular, have been known to spend …
Lifestyle Creep: How to Avoid the Biggest Threat to Your First Million What do your bank account, trading account, and retirement account have in common? The numbers are never as high as you thought they were. If you’re making decent money but still find your future funds falling short, there could be a simple solution. Let’s take a look at …
The Many Benefits of Having Equity in the Company Business is slowing down, and you don’t have the resources to shake things up. New talent, more customers, new markets—it all takes cash on hand. How can you use what you’ve got to restart the engines? The answer? Equity. Let’s explore the different types of shares and the benefits of having …
As the notorious artist warned us, more money always brings more problems. This is particularly true when making an estate plan. After all, who will inherit your wealth, business interests, investments, homes—everything it has taken you a lifetime to build? Here’s your chance to learn the most common pitfalls and how to avoid them straight from a high-net-worth estate planning …
Secure Their Future Now: ScholarShield As college students embark on an exciting new chapter, it’s easy to overlook the importance of estate planning. While it may seem like a concern for older adults, having an estate plan in place is crucial for students as they step into adulthood. Once your child (or grandchild) turns 18, you will no longer be …
Gen Z Estate Plans: This Isn’t Your Grandpa’s Will This probably isn’t the first time you’ve been advised to make an estate plan. In fact, most people agree that making a will is extremely important—only to admit they haven’t made one in the next breath. When it comes to walking the walk, one demographic is quickly pulling ahead of the …
College Trust Fund vs 529 Plan: What Parents Need to Know It’s a privilege to pay for your child’s education, but let’s face it: it’s also a headache. Whether you’re planning to pay the bills as they come in or have been saving since their first birthday, you’ll likely be paying more than just tuition before you see a diploma. …
