Digital Assets

It’s National Data Privacy Day. Take a moment to think about your private data after you “get on the bus”

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The kerfuffle about Facebook using and sharing our data is one reason why we have a national – and international – Data Privacy Day. Last year on Data Privacy Day, LinkedIn live-streamed a ‘bootcamp’, and leading social media gurus and Silicon Valley players discussed how they support data privacy – even though it seems they continue to find new and exciting ways to sell our information. Privacy safeguards seem to arise after digital and social innovations, so it may surprise ...

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Preparing for the Next Hurricane Irma

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Houston under water.  Puerto Rico destroyed. Central Florida battered.  Natural disasters such as Hurricane Irma can be a sobering experience. Many clients and friends walked away from their Florida homes, prepared to lose everything. Most of us in Central Florida were very lucky and have our power back. The grocery store aisles are almost full again. The curbs still are littered with tree branches and other debris,  a reminder that things aren’t entirely back to normal.

Hurricane season isn’t over.  ...

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Five Clues That it’s Time to Update Your Estate Plan

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Creating an estate plan is often an emotional exercise. For some individuals, engaging in thoughtful decision making regarding the orderly distribution of one’s assets provides a sense of peace, satisfaction, and even pride. For others, the experience may be daunting as they come face-to-face with their own sense of mortality. In either situation, once the documents have been signed, clients tend to settle in with a sigh of relief, dust off their hands, and view their estate plan as ...

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Son Discovers Mother’s Estate Plan in Storage Unit after Spending Nearly $24,000 in Guardianship Fees

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Developing an estate plan is perhaps one of the noblest actions you will take to ensure the efficient transfer of your assets to future generations in a manner that affirms your values and wishes. In addition to helping your heirs avoid probate and minimize family chaos after your death, a properly drafted estate plan also prevents court control of your assets should you become mentally or physically incapacitated.

But what happens if you become incapacitated, are in need of a family ...

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