What Your Heirs Need to Know

You can make life easier and less expensive for your heirs if you provide them with these basic lists, say financial planning experts. Bank and credit card accounts. List the name of each institution, type of account, the account number, telephone number and password...

Estate Planning with Digital Assets

Americans surveyed in a 2011 McAfee study valued the digital assets they owned across their various digital devices at nearly $55,000. Whether you value yours at more or less than this amount, chances are that you have not planned for what will happen to your digital...

Estate Plan Spring Cleaning

Could your personal affairs use a little spring cleaning? Spring is a great time to review and update your estate plan so you ensure yourself, your family, and your assets are taken care of. Other than Springtime, here are the other times in life when it is critical...