James Howells tossed a hard drive with 8,000 Bitcoin—yep, that’s around $700 million straight into the trash. And he’s been trying to dig it out (literally) for over a decade.
Moral of the story? If your digital assets aren’t part of your estate plan, you might as well be throwing them out too. Let’s make sure your legacy doesn’t end up in a landfill.
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Read MoreAs a father, you've always worked hard to provide the best for your family, ensuring their well-being and securing their future. However, even the most carefully thought-out plans can fall short if you overlook the complexities of estate planning. Read more.
Read MoreMemorial Day offers a chance to contemplate mortality, remembrance, and legacy. But what exactly is a legacy, and how does it relate to you? Read more.
Read MoreLast week, we started to explore 10 life changes that might affect your estate plan. This week, we’re coving five more life events that mean it’s time to review your plan. Read more…
Read MoreFollowing the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they were expecting and that the deceased left most of their estate to an individual they only recently met, who wasn’t even a relative. While it’s not always the case, in some situations, this can mean your loved one was taken advantage of by a bad actor, who manipulated him or her into cutting out close family members from their plan and leaving assets to the bad actor instead.
This is called "undue influence," and it’s not only unethical, it’s illegal and considered a form of elder abuse. Given the growing number of seniors, the prevalence of diminished capacity associated with aging, and the concentration of wealth among elderly Baby Boomers, we’re likely to see a serious surge in cases involving undue influence in the coming years.
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