Category Archive for : ‘Assets’

As we breath a collective sigh of a relief now that the holidays are over, the decorations have been stored, and spring seems just around the corner, many of us direct our attention to fulfilling our New Year’s Resolutions. One important resolution you should consider completing in 2015 is creating your estate plan. Estate planning is a necessity that is too often overlooked in the hustle and bustle of everyday life. In fact a study by LexisNexis determined that more than half of all Americans do not have a will

When clients meet with me to sign their finished estate plan, they often ask where they should store their estate planning documents. They are understandably concerned about keeping their personal information safe, while at the same time wanting to make it easily accessible to loved ones who may have to step in at a moment’s notice and care for their minor children and assets. I always advise them that communicating to their loved ones that they created an estate plan is an important step in the estate planning process.

Here are

Over the summer a family friend’s sister passed away. Her death was sudden and a surprise to her loved ones. She left behind two sons who have been searching for information about their mom’s bank and retirement accounts. They don’t know the passwords to her computer or iPad, let alone to her online investment accounts. Inventorying her personal assets has been such a struggle, and something no one should have to deal with while mourning the loss of a loved one.

So many of us use computers, smartphones or other electronic