Note: This article was originally published on Dec. 15, 2017. When a close family member of mine passed away back in the spring, no one was surprised that this meticulous planner had left his ...

Plan your digital legacy: Secure online data inheritance and tech estate by inventorying accounts, appointing executors, and using platform tools for post-death access. Pixabay, fancycrave1 In the ...

It seems as though our entire lives are stored behind an electronic screen. We do everything from banking to grocery shopping with the push of a button. But as the digital world continues to expand, ...

Clients rely on their estate planners for advice on wealth transfers. We are seeing a new form of wealth—digital assets—and ownership, storage and transferability of digital assets differs ...

How to prepare your digital accounts for family access after death using Apple Legacy Contact, Google Inactive Account ...

A manufacturing industry client had put a Digital Transformation Planning process in place before I began working them last year. The management team had done many of the right things in getting the ...