Estate Planning Resources

Estate Planning Resources

Securing Your Digital Legacy

In this video, Attorney Cassandra Gottschalk discusses what digital assets are and how to protect them.

Wills or Wills and Trusts?

What do you need? Find the pros and cons here.

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TODI's

What are TODI's and why are they beneficial when you own real estate.

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Marital/Family

AB Trusts

Do you have an existing one? Is it needed? Is it time to update?

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Cryptocurrency & NFTs

Are you a holder of Cryptocurrency or NFTs? How do these fit in your estate plan?

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Planning Your Digital Legacy

Are your non-tangible assets accounted for? What happens to your online assets?

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Facts About Digital Assets

Why you should prioritize planning for your digital footprint.

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Digital Assets Inventory List

A simple fallible form to help track all of your digital assets.

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