Weekly Newsletter – Don’t Forget to Include Your Digital Assets In Your Estate Plan- Part 2

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Don’t Forget to Include Your Digital Assets In Your Estate Plan—Part 2   In the first part of this series, we discussed the importance of including your digital assets in your estate plan. Here, we’ll talk about the best ways to get started with this process.   Today, estate planning encompasses not just tangible property like finances and real estate, … Read More

Weekly Newsletter – Don’t Forget to Include Your Digital Assets In Your Estate Plan- Part 1

Lori SomekhPlanning1 Comment

Don’t Forget to Include Your Digital Assets In Your Estate Plan—Part 1   If you’ve created an estate plan, it likely includes traditional wealth and assets like finances, real estate, personal property, and family heirlooms. But unless your plan also includes your digital assets, there’s a good chance this online property will be lost forever following your death or incapacity. … Read More

Weekly Newsletter – Don’t Transfer Ownership of Your House to Your Kids Before You Read This

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Don’t Transfer Ownership of Your House to Your Kids Before You Read This   With the cost of long-term care (LTC) skyrocketing, you may be concerned about your (or your elderly parents’) ability to pay for lengthy stays in a nursing home. Such care can be massively expensive, with the potential to overwhelm even the well-off. Because neither traditional health … Read More

Weekly Newsletter – 4 Ways Estate Planning Can Improve Relationships with Loved Ones

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4 Ways Estate Planning Can Improve Relationships with Loved Ones     With the holiday season here, you’re probably spending lots of time with your family and friends. During these moments, you’re likely reminded of just how important these relationships can be. And as we grow older, you begin to realize how precious little time we have to spend with … Read More

Weekly Newsletter – Deadly Sins of Retirement Planning

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3 Deadly Sins of Retirement Planning Retirement planning is one of life’s most important financial goals. Indeed, funding retirement is one of the primary reasons many people put money aside in the first place. Yet many of us put more effort into planning for our vacations than we do to prepare for a time when we may no longer earn … Read More

Weekly Newsletter – Family Values & Estate Planning

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How to Incorporate Family Values in Your Estate Planning   Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family values as some of the most important things to … Read More