There are many issues that should be discussed surrounding estate planning , tax consequences, investment assets, downsizing, …
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Estate planning goes beyond drafting a will. Use this pre-death checklist to account for your assets and ensure they are dispersed as you wish,
Think of your digital legacy as your personal identity that lives on the computer, as well as on the internet. This can include email, internet accounts of any type, social media accounts, electronically stored photos, your hard drive, and even cryptocurrency. This often-overlooked area of estate planning is becoming increasingly important. What will happen to all of this when you are no longer able?Join us virtually for this free talk and learn more about considerations and options from attorney and Museum Planned Giving Advisory Council member Brett Piersma. Brett is a partner at Mullen & Henzell in the Estate Planning Department.This free public workshop presented by the Santa Barbara Museum of Natural History’s Planned Giving Advisory Council took place on September 13, 2022. For information about planning a charitable gift to the Museum and Sea Center, visit sbnature.org/legacygiving or contact Legacy Giving Development Officer Andrea McFarling, at (805) 682-4711 ext. 179 or firstname.lastname@example.org.
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I spend many days going out and speaking directly to the everyday man and woman about their Final Wishes, Planning, Their Estate and often I'm baffled about how many people actually leave this one thing off the list of important things to talk about. So, in this episode I'm going to help you BREAK THE ICE and let's talk about the one thing that will save your family a lot more heartache than just your death.