Blog

Managing Your Digital Legacy - Your Social Media

By Pablo

With the explosion of online services, all of us have a digital footprint that needs to be managed. This includes contemplating and preparing for what happens after we pass away or can no longer actively manage our digital activities.
August 09,2021 05:08 PM - Comment(s)
Read more

What is a Successor Trustee and Why Might You Need One (or Two)?

By Pablo

It is a best practice to set up one or more Successor Trustees for any Trust.
July 27,2021 06:50 AM - Comment(s)
Read more

What is a Professional Fiduciary?

By Pablo

I get this question all the time and I’ve been searching for a pithy response. The formal definition - A fiduciary is a person who assumes responsibility for a person of Trust – seems a bit stiff and unclear.
July 09,2021 10:24 AM - Comment(s)
Read more

How to Talk to Your Parents About Estate Planning

By Pablo

"Well, this is going to be awkward."


That's more or less how most people think about any discussion that involves money, death, illness or loss of control.  Nobody relishes the idea of acknowledging the inevitability of getting older.  But clarity, kindness and transparency can he...

June 30,2021 09:36 AM - Comment(s)
Read more
Subscribe to RSS Feed

Categories

Tags