Tag Archives: Agent

Preserving Your Digital Assets

As technology progresses, we as a society start moving away from paper records, hard copy files, printed photographs, handwritten letters, etc. With so much of our lives ending up as electronic bits, doesn’t it make sense to properly preserve our digital assets? Continue reading

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Filed under Digital Assets, Estate Planning, First Time Planner

Digital Assets: FAQs

It is becoming more and more common for people to keep things electronically and to accumulate a significant amount of digital assets/property.  While not all digital assets may be ‘valuable’ in the financial sense, they may be very valuable in the sense that they are personal and sentimental, and should be treated like other personal property. We are at a point where digital asset planning must be taken into consideration when thinking about advance life planning. Continue reading

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The 3 Must-Haves You Didn’t Know You Needed

“I don’t have assets, so I don’t need to plan.” This is one of the biggest misconceptions about estate planning. Estate planning is not just about dividing up your assets; it is about planning for your future.  Continue reading

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Filed under Estate Planning, First Time Planner, Health Care Directive, Nomination of Guardian, Power of Attorney

Powers of Attorney: FAQs

Q: What is a power of attorney?
A: A power of attorney is a legal document that gives someone the authority to act on your behalf. Powers of attorney can exist for legal, financial and medical matters.

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Filed under Estate Planning, FAQs, First Time Planner, Power of Attorney