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Estate Planning for Content Creators and Social Media Influencers: Protecting Your Digital Legacy
As the world of social media and digital content creation continues to expand, so too does the need for thoughtful estate planning for those who make a living online. If you’re a YouTuber, podcaster, Instagram star, TikTok creator, or run a blog or e‑commerce platform, your brand and livelihood exist largely in the digital world.
Sep 146 min read


Digital Assets and Trust Administration: Planning for Your Online Legacy
The digital world offers enormous opportunities for creativity, connection, and investment. Yet without proper planning, those opportunities can turn into challenges for the people you leave behind. Estate planning and trust administration must adapt to include digital assets as a standard element. By cataloguing your online property, granting authority to your fiduciaries, choosing capable people to manage your accounts, and updating your plans regularly, you protect your on
Sep 117 min read


AI in Estate Planning: Opportunities and Cautions for Trustees
Artificial intelligence is reshaping the trust and estate landscape. Trustees can harness AI to improve efficiency, manage investments, and analyze taxes. However, AI is not a substitute for thoughtful legal advice, personalized planning, or ethical judgment. Understanding AI’s capabilities and limitations allows trustees to integrate technology prudently and protect the long‑term interests of beneficiaries.
Jul 214 min read


When and Why to Update Your Estate Plan: Life Events, Tax Changes and Ongoing Maintenance
Staying on top of your estate plan is essential for protecting your family and preserving wealth. This guide explains why experts recommend reviewing your plan every three to five years or whenever a major life event occurs. Learn how marriage, divorce, births, deaths, new assets, relocation and tax law changes—including the 2026 increase of the federal estate tax exemption to $15 million
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—should trigger updates, and discover practical steps for keeping up
Jul 156 min read


Digital Assets: Safeguard Your Online Legacy with Estate Planning
Digital assets are no longer a niche concern. From cloud‑stored memories to cryptocurrency portfolios, much of a person’s wealth and history now exists online. Trusts and estate plans must evolve to protect this digital footprint. By creating a comprehensive inventory, including clear provisions in legal documents, appointing a knowledgeable digital executor, and maintaining strong security practices, you can ensure these assets are preserved and distributed according to the
Jul 75 min read


Cryptocurrency and Estate Planning: Navigating Digital Wealth
Cryptocurrency offers enormous potential for wealth creation, but it also introduces unprecedented complexity. Trustees must balance security, regulatory compliance and tax strategy while respecting the grantor’s wishes. The key lessons are clear: inventory digital assets, secure and document access, select knowledgeable fiduciaries, and use trust structures strategically. With proper planning, crypto can enhance an estate rather than complicate it. Without planning, it can e
Jun 236 min read


Digital Estate Planning Trends: eWills, Remote Notaries & More
Digitization, remote notarization and digital assets are transforming the way people plan their estates. These technologies promise greater accessibility, faster execution and enhanced security, but they also require vigilance. State laws vary, cybersecurity risks persist and the technology itself is still evolving. To stay ahead, educate yourself, consult professionals and update your documents regularly. The future of estate planning is online—make sure your legacy is ready
Jun 95 min read


Remote Online Notarization and Electronic Wills: Digital Planning
The pandemic accelerated technological adoption in estate planning, and remote notarization and e‑wills are here to stay. They save time, expand access for clients who are homebound or live abroad, and integrate seamlessly with digital estate‑planning platforms. Yet they also introduce risks if formalities are overlooked or if state laws change.
Apr 142 min read


Cybersecurity and Data Privacy for Trustees: Protecting Assets
Trustees are stewards not only of assets but also of data. In an era where cybercrime outpaces traditional theft, protecting that data is a core fiduciary responsibility. By understanding the risks, implementing robust security measures and fostering a culture of vigilance, trustees can significantly reduce the likelihood of a breach. Should an incident occur, a well‑prepared response can limit damage and preserve beneficiary trust.
Apr 25 min read
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