Planning matters

How Should I Plan for Digital Assets in My Estate?

As a society, we are moving away from keeping documents in paper form, filed away in a filing cabinet. More and more documents, statements, pictures and bills are kept digitally in files on our computers or in the cloud. In this new age of digital storage, we all need to give some thought to what happens to our information upon death or incapacity.

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Filing Cabinet Cheat Sheet

Tax season spurs a lot of questions from clients about which papers should be kept or tossed. It’s a good time to do a little spring cleaning of your paperwork. Use this cheat sheet to find out what papers you need to keep, and how long you should hang on to them.

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