Most people know they need a will, but far fewer realize that beneficiary designations often control where money actually goes. That means if your designations are outdated, missing, or incomplete, your assets may not pass the way you intended. It’s…
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How to Protect Digital Assets in an Estate Plan
For many high-net-worth families, estate planning conversations center around tangible and financial assets: investment portfolios, real estate, and business interests. Yet an increasingly significant portion of a client’s life now exists in a place traditional planning often overlooks: the digital…
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