Estate Planning Essentials (Series)
Estate Planning Essentials – Part 4: Preparing Your Digital Life
This article explores how to prepare your digital life as part of estate planning. It covers password management, banking access, and what to do with online accounts such as Facebook, LinkedIn, and cloud storage. Readers will learn how to use tools like password managers, digital legacy programs from Google and Apple, and account closure options on social media platforms. It also highlights the importance of planning for digital assets such as email, subscriptions, and cryptocurrency to reduce stress for loved ones.
Part 3: Estate Planning Essentials – Beneficiary & Guardian Designations
In Part 3 of Estate Planning Essentials, you will learn the role that beneficiary and guardian designations play in your estate plan, along with other essential considerations.
Part 1 of Estate Planning Essentials outlines why your estate plan should include a will, a letter of intent, and perhaps even a trust.
In Part 2 of Estate Planning Essentials, you learn why you should have a Power of Attorney and Health Care Power of Attorney.
Estate Planning Essentials - Part 1: Wills, Trusts and Letter of Intent
Does your family know your wishes if you should become incapacitated or lose your life? Estate planning is the process of planning for the transfer of your assets upon your death. The process should be done while you are of sound mind and not under pressure to make difficult decisions. Give your family the gift of an estate plan – here are the essentials for you to get started.
Estate Planning Essentials – Part 2: Granting powers to others
In Part 2 of Estate Planning Essentials, we will show why you should have a Power of Attorney and Health Care Power of Attorney.
If you missed Part 1 of Estate Planning Essentials - Wills, Trusts and Letter of Intent, we've included a link at the end of Part 2 so you can jump to it.
