Do You Need a Digital Executor?

If you’ve ever engaged in the estate planning process before, there’s a good chance that you’re familiar with the basic concept behind an executor. An executor is responsible for managing your financial and your real estate assets after you pass away. However, the rise of digital assets may call for a totally separate executor altogether…. Read More »

Millennials Becoming More Involved with Investment Planning

A new study issued by JD Power explores overall investor satisfaction with wealth management forms. Millennials have been the focus of a great deal of research in recent years particularly as it relates to their financial habits and their future planning. Investment planning often works alongside estate planning, but many millennials don’t see the benefits… Read More »

Business Succession Planning Should Certainly Be Part of Your Estate Planning Process

Research from the U.S. Census Bureau indicates that there are more than 27 million small businesses in the United States. Entrepreneurship as well as business ownership has significant opportunities for generating major wealth and legacy creation, regardless of who starts the company. It is extremely important, however, when founding a company, to look well ahead… Read More »