What are Digital Assets in an Estate?
Posted on October 19, 2021 by shieldsandboris
Today, so many aspects of our lives are managed virtually. We keep currency, photos, music, documents, bills, medical records, artwork and even our social lives online or ‘in the cloud.’
When Should You Fund a Trust?
Posted on October 18, 2021 by shieldsandboris
For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.
Should I Try Do-It-Yourself Estate Planning?
Posted on October 18, 2021 by shieldsandboris
Your DIY estate plan might miss important details.
Do I Need to Update My Estate Plan?
Posted on October 15, 2021 by shieldsandboris
Even though it is critical for your assets, family and legacy, estate planning tends to fall to the bottom of people’s to-do lists. What new parent wants to draft a will, while finalizing a nursery paint color?