Estate Planning

Valentine’s Day Planning

If all the pink hearts and chocolates you’ve been seeing in stores since just after Christmas weren’t enough of a giveaway, it’s Valentine’s Day. The first conversational candy hearts were crafted by the New England Confectioners Company in 1866.  Yes, that means we’ve been doing this for over 150 years.  And this year you probably […]

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Downton Do’s and Don’ts: What Downton Abbey Can Teach You ABout Financial Planning

SPOILER ALERT: If you’re not already watching PBS’ masterpiece series, Downton Abbey, first of all, where have you been? Secondly, you may want to read this after you’re caught up on the travails of the Crawleys and the Granthams through Season Three of the series. In the wealthy world of Downton Abbey in early twentieth […]

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Managing Your Digital Assets

BOOK REVIEW Your Digital Afterlife: When Facebook, Flickr and Twitter are Your Estate, What’s Your Legacy? By Evan Carroll and John Romano Email accounts. Facebook. LinkedIn. Twitter. Tumblr. Flickr. YouTube. Your data is going to outlive you. My first exposure to issues with digital legacies was after 9/11, when surviving friends and loved ones were […]

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