Articles Tagged with digital estate planning

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Financial Elder Abuse: Easy to Miss
The SF Chronicle’s Carolyn Said recently published an article detailing the story of Leslie and Cheryl Berkes, an elderly couple in Moraga whose caretaker methodically drained their retirement, checking and savings accounts over a period of years, totalling more than $350,000. The…
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California Passes New Law Allowing Executors and Trustees Access to Digital Assets
As of January 1, 2017, California has a new law (The Revised Fiduciary Access to Digital Assets Act) that allows executors and trustees to gain disclosure of a person’s digital assets after the original user’s death under certain conditions. This is a good thing because, until…
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Announcing my new E-Book on Estate Planning for Digital Assets
I’m thrilled to announce the release of my first in a series of e-books on estate planning that are designed to provide you with practical answers to real-life questions. This one is on Estate Planning for Digital Assets, and you can download it for free from my website. This e-book…
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