Estate Planning and Legacy Contacts: Preparing for Your Digital Assets One area of estate planning that gets overlooked is one’s digital assets. One way to prepare is by assigning a Legacy Contact—a trusted person who can access your phone or account data after you...
We have prepared 12 Essential Questions to ask your financial advisor. 1) Do you act as a fiduciary? By being a fiduciary, an advisor acts in your best interest 100% of the time. It’s important because if not, they might be recommending something just “suitable” for...
