Digital Asset Planning

Digital Asset Planning.  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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Trust Estate Planning


Trust Smarter with trusts, estates and estate planning.

So what are trusts, estates, estate planning and fiduciary trustee services.

We should also explore the role that the trust company provides.


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For The Prossessional Or Individual Fiduciary Or Family Member

Creating a Will in 2016 -Even if you are a fiduciary professional you still want to continue reading as these are also the same steps used to interview your clients, customers etc. If your just starting out its a good primer so you can discuss with your attorney, CPA or other advisor so empower yourself here right now.

My Story – So Who Do You Think You Are?

The Client Story – Start Here


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