Tag: Fiduciary

We Want to Draft Your Legacy

Your Cryptocurrency and NFTs Need to Be Included in Your Estate Plan

June 29, 2022
Handled incorrectly, your cryptocurrency could go poof. You need a password-sharing plan, a plan for naming beneficiaries, and, possibly, a trust.
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Can My Gun Collection Be Part of Estate Plan?

June 27, 2022
Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.
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Who Is the Best Choice for Power of Attorney?

March 3, 2022
These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.
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What Legal Terms in Estate Planning do Non-Lawyers Need to Know?

February 18, 2022
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
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What are Digital Assets in a Will?

January 11, 2022
Most family members may not have a clue what we have floating out in cyberspace. Accessing or deleting accounts can be tricky for family members, if they don’t have your login credentials.
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Do You Need Power of Attorney If You Have a Joint Account?

September 15, 2021
As you know, a power of attorney (POA) allows another person, the Attorney-in-Fact (AIF), to conduct business on behalf of the principal. The POA authorizes the AIF to sign for and on behalf of the principal.
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What Is a Fiduciary and Why Is It Important?

June 28, 2021
One of the most important decisions you will ever make is choosing a fiduciary.
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Just What Does an Executor Do?

April 2, 2021
In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.
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Make Sure Your Florida Estate Plan Protects Digital Assets

November 23, 2020
Do you have accounts, records or information that are accessed using your mobile phone, through an internet connection, or by using a keyboard or through a touch-screen or tablet?
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Does Your Estate Plan Include Digital Asset Protection?

October 22, 2020
It’s difficult to go a few hours without interacting with a digital account. Whether that is email, online banking or social media, many daily tasks involve digital informational storage.
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