Securing your digital assets, including social media, is crucial for estate planning—discover how to ensure your online legacy is properly managed after you pass away.
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Estate planning
13 posts
Probate 101: What Happens If There’s No Will?
Inevitably, if there’s no will, the probate process determines how your estate is handled—discover what you need to know next.
Digital Legacy: Managing Online Accounts After Death
Preserving your digital legacy requires careful planning to ensure your online accounts are managed according to your wishes after death.
How to Handle Joint Accounts When a Parent Passes
When a parent passes, understanding the type of joint account and the next steps is crucial; learn how to navigate the process smoothly.
Managing Estate Matters After a Parent’s Passing
Starting estate matters after a parent’s passing can be overwhelming, but understanding key steps can help you navigate the process smoothly.
Managing an Elderly Parent’s Finances Legally and Safely
Safeguarding your elderly parent’s finances requires careful planning and legal steps—discover how to protect their assets effectively and ensure their wishes are fulfilled.
Estate Planning Basics for Caregivers (Wills, Trusts, Etc.)
Because understanding estate planning basics like wills and trusts is essential for caregivers, you’ll learn how to protect loved ones and ensure your wishes are honored.
Family Limited Partnerships for Long‑Term Care Funding
I can help you understand how Family Limited Partnerships can be used for long-term care funding, but there’s more to consider.
Protecting Assets With Irrevocable Trusts
An irrevocable trust helps protect your assets by removing them from your…
Estate Planning Basics for Sandwich‑Generation Caregivers
Understanding estate planning essentials helps sandwich-generation caregivers protect loved ones, but knowing where to start can be challenging—here’s what you need to know.