To-Do List for After a Loved One Dies

If you’ve been appointed an executor of a loved one’s estate, or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out of town...

Stress Test Your Estate Plan with These 6 Questions

So you’ve done the hard work of establishing an estate plan. Good on you, as they say across the Pond. However, you still have serious work to do to ensure that the strategy you’ve selected will maximize your peace of mind and protect your legacy. Estate plans are...

Your Cyber Legacy: 3 Tips for Your Digital Assets

Protect your digital assets! Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common and, luckily, easy to correct. Digital assets include, but are not limited to: your photos (yes, all those selfies are a digital...

How Will Brexit Impact Your Financial Planning?

On June 23, voters in the U.K. passed a referendum supporting the idea that Britain should leave the European Union. Known as “Brexit” for short, this surprising political outcome instantly plunged international markets into crisis, and the British pound took a...