Estate Planning and Digital Estate Planning to manage your Finances

financial planning

A World Financial Planning Day special post Every year, the 6th of October is celebrated as World Financial Planning day. On this year’s celebrations, we bring to you an exclusive post on how including your Estate Plan to your Financial Planning is beneficial. As a bonus, we also tell you how managing your Digital Estates […]

4 Steps to Create an Emergency Preparedness Plan

Emergency Preparedness Planning

September is observed as the National Emergency Preparedness Month (NPM) to encourage families and communities to be prepared for disasters that may strike unannounced. Disasters can strike any time, be it hurricanes and floods, forest fires, or volcanoes. Hence, people need to be aware and engaged in creating an emergency preparedness plan. COVID-19 has taught […]

5 Brilliant Ways to Ensure your Loved Ones’ Peace of Mind

5 ways to ensure your loved ones' peace of mind

Each year, the International Day of Peace – also known as World Peace Day – is observed on 21st of September. International Day of Peace is all about celebrating the global solidarity for building a peaceful and sustainable world.  But what about our loved one’s peace of mind? You might know how hard it is […]

Commonly asked Digital Estate Planning Questions

Commonly asked Digital Estate Planning Questions

Do you have a Digital Estate Plan? Or, are you in the process of making one? You might have a few questions on Digital Estate Planning. Here are some commonly asked Questions and Answers on Digital Estate Planning. Is a list of passwords enough to create a Digital Estate Plan? Leaving a list of usernames […]

5 steps to create a Digital Estate Plan for your Digital Assets

Digital Estate Plan in 5 steps

Learn how to create a Digital Estate Plan for your Digital Assets in 5 simple steps You might be in the process of making an Estate Plan that includes how your loved ones will inherit your property, family heirlooms, a worthy painting or jewelry and any other prized possessions after your passing. These form a […]

Executor of an Estate: Everything You Need to Know

Executor of an Estate: Everything You Need to Know

Estate Planning has always played a crucial role in how we plan our lives and help our loved ones deal with emergencies. This is especially true today with the pandemic. Now, it is not sufficient to create an Estate Plan—you need an Estate Plan you know will be executed perfectly. So, how can you make […]

Digital Estate Planning for Senior Citizens

Digital Estate Plan for senior citizens

Let’s face it; Estate Planning is not an easy task. The first thought that comes to our mind when we think of Estate Planning is: Does this mean I am nearing my end? Not necessarily, but the human mind is wired to not think about ‘what happens if we were to pass away tomorrow’ or […]

Back To School Checklist

Back to school written on a slate

Summer has come to an end and it’s time to go back to school for the fall semester. It’s exciting but riddled with shopping and deadlines to remember. The excitement of reuniting with friends, meeting teachers, or a milestone like the first day of kindergarten or high school comes with mixed emotions this year, right? […]

Iowa passes RUFADAA: A Law by Uniform Law Commission For Digital Assets

RUFADAA law passed in Iowa

The Covid-19 pandemic accelerated the shift towards a more digitally-enabled world. In this digital world, the meaning of property and assets has changed. Until recently, there was no formal recognition of these assets as an individual’s property. This posed several challenges as to how these assets can be transitioned or passed on post death or […]

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