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  • November 2023
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Estate planning for your digital assets

What will happen to your Facebook account when you die? What about all your photos shared on social media, your texts with loved ones, or documents on cloud-storage systems? In just the two-year period from 2012 to 2014, humans produced more data than in all of human civilization before that – and the pace is…

Dividing Your Estate: A Practical Approach

When planning the division of your assets, you may believe in a policy of “share and share alike.” This is perhaps the easiest method to avoid conflicts or complaints of favoritism. But does equality necessarily equate with fairness? Especially when you consider such factors as age, talents, skills, interests, needs, and degrees of material success.…

The Most Common Estate Planning Mistakes and How To Avoid Them

In the realm of estate planning, the ripple effects of our oversights often linger long after we’re gone, impacting the lives of those we leave behind. It’s the uniqueness of this area of planning that makes it paramount to get things right. Yet, many often trip up. Here’s a closer look at the six most…

Estate Planning & Business Transition Checklist: Ensure your personal and business affairs align with your long-term goals

The end of the year serves as a natural checkpoint for many financial and personal processes, and with the arrival of the final months of 2023, proactive preparation becomes essential. Whether you are an individual looking to optimize your estate planning or a business owner contemplating a seamless transition, the steps you take now can…

Cybersecurity and AI: The Good

The power of AI has been in the news with the release of Chat GPT and similar AI programs. Security researchers tested Chat GPT to see if the program could write malicious code—and it came very close. With every technological advance, there are always added risks. But there can be benefits as well. AI can…

Are you staying Cyber Safe: 8 Tips for Securing your Financial Accounts

Financial institutions have an obligation to safeguard your personal financial information, but you have an important role to play as well. While even the best procedures can’t prevent all instances of cybercrime, understanding how customer account takeover incidents and theft of personal financial information might occur and taking steps to minimize your risk can make…

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