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Estate Planning Pitfall: You’ve Overlooked Digital Assets in Your Estate Plan

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Month: April 2022

Estate Planning Pitfall: You’ve Overlooked Digital Assets in Your Estate Plan

By Kristin N. Matsko, David T. Riedel and Kathryn S. Windsor on April 28, 2022

Traditionally, an estate plan addresses the tangible assets you own, such as cash and securities, investment real estate, vehicles, and… Read More

Decisions, Decisions: Many Factors Go Into Deciding When to Transfer Wealth

By Kristin N. Matsko, David T. Riedel and Kathryn S. Windsor on April 11, 2022

A critical estate planning decision is whether to transfer wealth during your lifetime or keep your assets in your estate… Read More

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