Estate Planning and Settling

This is a topic near and dear to Jane's heart. We have seen so many situations where proper planning led to chaos, expenses and long periods of settlements delaying the appropriate grief. There's nothing harder on families than not having a plan. 

We have many estate and elder law attorney resources available.

Additionally, check out this online guidebook. Hard copies available through Jane as well, reach out at Jane@CtoCFP.com.or Click on photo for online handbook...

DIGITAL ASSETS

Let’s talk about something important you may not have considered in your estate planning (regardless of age)…your DIGITAL ASSETS and I don’t mean crypto currency. I’m referring to your phone, email, social media and other online accounts and storage. Do you know it’s illegal for someone else to access them once you have passed away without proper protocol?

Companies can freeze accounts, phones and access leaving your loved ones without vital information to settle your estate and access private information and memories. Have you thought about your own or your loved ones should something happen? Thanks to a connection I made at Ed Slott CPA training, I’m here to share an important estate planning law, referred to as “the most important law you’ve never heard of” called RUFADAA (Revised Uniform Fiduciary Access to Digital Assets Act).

If you haven’t addressed this yet, what can you do now?

1. Set up Legacy Contacts on your phone and all accounts. I have an article with more details I can share via email Jane@CtoCFP.com

2. Contact your estate attorney to add this language (if you need a new attorney, we have a list of trusted resources). ⚖️

3. Talk to your loved ones, make sure they do the same NO MATTER HOW OLD! Otherwise you may be spending months or years on probate.

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