Digital Assets and Your Estate

http://www.youtube.com/embed/Jk2LSkuyjLw Defining Digital Assets Digital assets can be loosely defined as any online or electronic records, art, images, emails, creations, files, accounts or subscriptions that are owned by an individual.…

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Charitable Giving through Estate Planning

http://www.youtube.com/embed/l5nobXLR-Rc Everyone has his or her own idea of what creates the ideal legacy. For some, it’s all about providing handsomely for heirs but for others, it’s also about leaving…

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What to Do When a Loved One Dies

http://www.youtube.com/embed/JmQPdvrlcHY Dealing with the death of a friend or loved one is never easy, but when you add in the complications of dealing with their property and accounts, it becomes…

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Beneficiary mistake #6: Gifting away tax benefits

http://www.youtube.com/embed/MsHqG92jAvI" width="560" height="315" frameborder="0" allowfullscreen="allowfullscreen"> Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life…

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Beneficiary mistake #5: The empty estate

http://www.youtube.com/embed/eDeXDnnjm9c Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…

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Beneficiary mistake #4: Backup Beneficiaries

http://www.youtube.com/embed/yXImEW70uWg Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…

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Beneficiary mistake #2: Minor or Spendthrift Children

http://www.youtube.com/embed/iMVvYHhSVSg Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…

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