Tag: #digitalestateplan #digitalassets #estateplanning #SECUREAct

2020 The SECURE Act – An Opportunity to Review Estate Plans, Including Digital Assets

The SECURE Act is one of the bigger legislative changes in retirement planning in recent years. One of the biggest changes it brings is how assets in IRAs are distributed when the owner dies. In the past, people used the stretch option of the IRA to allow heirs to stretch out distributions over their lifetimes. The … Continue reading “2020 The SECURE Act – An Opportunity to Review Estate Plans, Including Digital Assets”

Estate Planning World Rocked by COVID-19 Pandemic

The global health crisis has moved estate planning from ‘someday’ to “right now.” COVID-19 has also led to an unprecedented number of people moving more and more of their lives into the digital world. That translates to more online accounts, also known as digital assets, being left dangerously unprotected. What happens to the family photos … Continue reading “Estate Planning World Rocked by COVID-19 Pandemic”