Is Estate Planning Going Digital?
As our financial lives migrate to the cloud and our personal memories move from photo albums to servers, the field of estate planning is adapting to match this reality. Gone are the days when a physical lockbox was sufficient to hold every critical document or asset a person owned. Today, estate planning involves managing a …
Ethical Wills: The Heart of Your Estate Plan (Part 3)
I previously wrote about what an ethical will is and what you may want to include in your own ethical will. Here is how to get started writing one: Reflect on Your Life. While reflecting on your life, ask yourself questions like: Which experiences shaped you over the course of your life? What are the …
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