Investment Management Services
Own Bitcoin or Other Cryptocurrencies?
Ensuring your bitcoin and other cryptocurrencies are not lost upon your passing can take some careful and specialized planning. In addition to incorporating your crypto assets into your overall estate and trust planning, you need to also consider what would happen to your crypto holdings if you became incapacitated.
As specialists in the cryptocurrency space, our advisors can assist you and your attorney in creating crypto asset security and transfer strategies based on your specific holdings, objectives, and transfer plans.
Our Recent Articles on Estate Planning
What Happens to Your Social Media Accounts When You Die?
Social media has become an integral part of our lives, with many of us accumulating years of posts, photos, videos, and other digital content across various platforms. But have you ever considered what happens to all of this data after you pass away? Understanding the policies of different social media sites regarding deceased users’ accounts…
Estate Planning in the Age of COVID-19
The coronavirus pandemic has been a wakeup call, showing us all how quickly our lives can change. Even healthy adults have gone from living their lives to coming down with fevers to being placed on ventilators in hospitals, all in the span of a couple weeks. The worst scenarios have led to untimely deaths and…
The Top 10 Estate Planning Mistakes to Avoid
Many people feel estate planning is just for the wealthy, or they have plenty of time before they need to worry about it. Maybe it’s the term “Estate Planning” that scares people off. It shouldn’t. Generally speaking, estate planning is simply being certain when you die, your assets get to who you want to get…
Three Estate Planning Strategies to Take Advantage of Low Cryptocurrency Valuations
Bitcoin’s value has ranged from less than a penny to nearly $20,000 since its inception a little over ten years ago now. Within the last year alone, bitcoin’s value has fallen from $11,000 to a low of around $3,500. Many other digital currencies and tokens, which are referred to as “ALT coins” have seen their…
The Importance of Incorporating Your Retirement Accounts in Your Estate Plan
You know you need to do some estate planning to properly protect yourself, your assets, and your loved ones. But is your plan complete, or did you leave a few key assets out of those documents by mistake? Most people are unaware that retirement accounts are an important estate plan component. Fewer still understand the…
Estate Planning Checklist For Young Families
Planning for the future is not always top priority for young families. When you’re wrangling a toddler, planning beyond next Tuesday can feel like an exercise in futility. Estate planning, however, means that if anything happens to you, your family is protected. Having basic documents in place may be able to help you minimize or avoid…
Why So Many People Want to Avoid Probate
We hear so much about the importance of estate planning and avoiding probate, but very little about the details of why and how. Why is estate planning important? What is probate, anyway? What’s so bad about probate, and how can estate planning help avoid probate? What is probate? Probate is simply the legal process of…
5 Steps to Redoing Your Estate Plan After a Divorce
Going through a divorce is a major life change, but it can also be a fresh start that allows you to look forward to new opportunities and to set and plan your own priorities. One of those opportunities is re-defining your future estate distribution plans while also ensuring you will be remembered the way you…
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