Specialized Assets and Digital Asset Planning.  Use trusts to manager your assets.

Specialized assets. and digital asset planning. Use trusts to manager your assets.

Units in an LLC, shares in a corporation, copyrights, patents, oil and gas, farmland or mineral rights are just a few examples of specialized assets.  This does require a special level of estate planning and detailed coordination with heirs, advisors and fiduciary professionals.  Specialized assets might be passive income royalties or active income but with thoughtful plans and good execution your family can benefit from your decision to take an active interest in your legacy.  Let us continue this conversation.

You have photos and other information stored in the cloud, social media accounts, patents, copyrights, and lots of other digital media.  So does your Will, Trust, Power of Attorney and other legal documents cover all of these assets.  Well I am glad you asked that questions.  You came to the right place for all your answers.

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