Well, that doesn’t seem right. It usually starts with something small. A strange email from a bank your client does not recognize. A new credit card account they do not remember opening. A password reset link they never requested. A notice from the IRS that someone has already filed a tax return in their name. […]
Continue reading…The Wealth Counselor
Incorporating Crypto into the Estate Planning Conversation
In 2013, British IT worker James Howells accidentally threw away a hard drive while cleaning his house. Only later did he realize that it held the private key to 8,000 Bitcoin that are now worth hundreds of millions of dollars.1 For more than a decade, he has tried unsuccessfully to persuade local officials to let […]
Continue reading…Help Clients Plan for Their Digital Footprint
Today, many assets that once existed in material form now live entirely online. Photos, financial accounts, business operations, and even personal identities are stored across devices, platforms, and cloud services. Without clear planning and authority, a client’s digital assets can be difficult or impossible for fiduciaries or heirs to access, creating gaps in an otherwise […]
Continue reading…Estate Planning Facts to Share with Clients This Holiday Season
Every year around Christmas, stores and malls across America are transformed into winter wonderlands, complete with elves, ornaments, artificial snow, and larger-than-life decorations. Many children stare in wide-eyed wonder as they wait to sit on Santa’s lap and answer a singularly important question: What do you want for Christmas this year? While some children are […]
Continue reading…National Regifting Day: Invite Your Clients to Give the Gift of a Well-Planned Future
During the holidays, we usually receive at least one gift that, let’s face it, falls a bit flat. When we were young, it might have been an itchy sweater from Grandma or a toy from Mom and Dad that we had outgrown. As adults, maybe someone got your clothing size wrong or misjudged your taste […]
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