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      • Kim Lazaro
      • Sheri Hobbs
      • Ruth Espinoza
    • Accounting
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      • Employment Law
      • Employment Documents Audit
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Tag: Digital Assets

What are Typical Estate Planning Documents?

If you want loved ones to remember you fondly, tackle your estate planning tasks. Your heirs will thank you for not leaving a legal mess to sort out.

How Do I Address Digital Assets in Estate Planning?

Digital assets are part of your legacy. It’s important to plan for how you want them to be managed after you’re gone.

Your Will and Estate Planning Checklist

Most people should have a will, but it’s rarely the most significant estate planning document that an individual will hold.

How Do You Plan for the Death of a Spouse?

Beneficiary designations, tying up loose ends, reporting last wishes—here’s what you can do now.

Make Sure Your Estate Plan Protects Digital Assets

Do you have accounts, records or information that are accessed using your mobile phone, through an internet connection, or by using a keyboard or through a touch-screen or tablet?

Estate Planning Is a Gift and a Legacy for Loved Ones

Talking about death makes most of us uncomfortable, so we don’t plan for it. That’s a big mistake, because if you don’t have an end-of-life plan, your state’s laws decide who gets everything you own.

What’s Happens to Digital Assets, When You’re Gone?

Until now, the terms of service for each individual site have determined who has ownership and access after a death and whether the assets are deleted, frozen or can be transferred.

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