Reviewing documents, maximizing annual gifts, leveraging charitable giving strategies, staying current on retirement account rules, addressing digital assets and transparency obligations, assessing insurance needs and communicating with family—all of these steps help maintain control over your legacy. As December approaches, take time to consult your attorney, accountant and financial advisor to confirm which of these actions apply to your situation.

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.