Fearless Estate Planning

Laurie Siebert, CPA, CFP^®, AEP^® is joined by Eric R. Strauss, Attorney at Worth, Magee & Fisher to discuss:

“Removing the fear from estate planning to move forward.”

Key takeaways from this show include:
Understanding the nature of any joint account you have – there is joint tenancy by the entireties (with a spouse), joint with rights of survivorship and joint tenants in common.  All very different, with different applications in inheriting. Know the difference.

Will your executor, personal representative or fiduciary have access to your digital assets?  How will they find your financial information if everything is on your computer and they can’t find the passwords?  While protecting your digital identity, make sure the people who need the information will know where to find it and saving it on the computer is not the answer.