Articles tagged: Estate Planning

The hands of multiple generations hold a piggy bank, speaking to the importance of family legacy preservation.

6 Ways to Make Your Family Legacy (and Wealth) Bulletproof

May 24, 2023
/ Entrepreneurship • Personal Finance
/ By Robert Legan

Tags: Estate Planning, Family Business, Wealth Management,

Your family legacy depends on managing family wealth and relationships in a way that fulfills a common mission. Six tips on creating your family’s purpose.

How to Protect Your Assets Now to Cover Your Ass(ets) for Later

April 12, 2023
/ Investing • Personal Finance
/ By The Financial Poise Editors

Tags: Alternative Assets, Estate Planning, Insurance, Tangible Assets,

Your valuables are your assets. It’s important to think of them as investments and know how to protect them from disaster, as well as regular wear and tear.

Two hands type on a computer with a password box partially filled as a semi-transparent overlay.

The Rising Importance of Digital Estate Planning

March 14, 2023
/ Legal • Personal Finance
/ By Michelle Huhnke
/ 1 COMMENT

Tags: Cryptocurrency, Estate Planning,

What happens to your digital assets when you die? Digital estate planning can safeguard your online assets and protect your digital legacy.