Keeping Foreign Assets Out of Probate
Owning property or investments in more than one country can strengthen your financial legacy. However, it may also create complex legal challenges during probate.
December 18, 2025
A Cross-Border Strategy is Needed for Estate Planning with Assets Overseas
Assets, heirs and homes in multiple countries require a plan that respects more than one legal system.
November 11, 2025
Ensure Your Heirs Have Access To Your Crypto Holdings
Without a clear plan, your cryptocurrency wallet and assets could become permanently inaccessible after your death.
July 9, 2025
Creating a Comprehensive Estate Plan for Cryptocurrency is Essential
Without a solid plan, your digital wealth could vanish, leaving your loved ones with nothing.
November 18, 2024
You need to make a Plan for Digital Assets
Your digital life includes dozens of usernames and passwords. Providing a digital estate plan can help your family deal with your accounts with minimal fuss.
June 14, 2023
Consider these Overlooked Elements in your Planning
There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on a family.
April 26, 2023
Safeguarding Digital Assets in Estate Planning
Cryptocurrency has become a new wrinkle in the development of an estate plan.
April 12, 2023
You Need a Digital Estate Plan
For most people, pretty much everything they owned could be held, sorted and doled out by their estate lawyer. Today, that’s far less true.
February 21, 2023
Digital Assets need to be Included in Planning
At any given time, the average American maintains between 30 and 50 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.
January 11, 2023
Incorporate Cryptocurrency into your Estate Plan
In today’s digital era, the departed will be survived by their electronic footprints, such as iPhone photo albums, Spotify playlists—and cryptocurrency wallets.
March 15, 2022