This is where digital estate planning becomes crucial — a proactive ... estate plan is to compile a comprehensive inventory of these assets. Documenting each digital account, including login ...

First off, said NerdWallet, you will want to make an inventory, as doing so is a "good way to get a handle on your tangible and intangible assets ... of the major estate planning triggers ...

Since families rarely keep a comprehensive inventory of these assets, their value may be ... but also to ensure estate planning decisions are made with the most accurate information.

The right estate planning approach can result in a significant, tax-efficient transfer of your client’s wealth.

Estate planning is putting your affairs in ... Beyond that, the essential documents in an estate plan include: An inventory of your physical assets. A list of all of your financial accounts.

They are now “probably the worst possible asset to leave to beneficiaries for wealth transfer, estate planning, or even to get your own money out,” he stated. Many American households have an IRA.

Writing a will is the most basic of estate planning strategies. This document stipulates how your assets will be divided after your death and can be used to indicate who you would – or would not ...