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Resources for Every Need
Discover valuable insights and practical tips to help you navigate your financial journey.
Pet Trusts
Although surveys differ, up to 68% of households in the United States are thought to contain one or more animals considered to be a pet. 1 And an astute observer might notice that many pet owners consider their pets to be more than animals. They are beloved members of the family. And like other loved ones, many Americans want to ensure that their furry, feathery, or scaly friends are cared for should they die while their pet is still living.
Estate Planning Digital Assets
How would you feel about losing over $220,000,000? Stefan Thomas said, “time heals all wounds,” and he is at peace with losing over 220 million dollars’ worth of Bitcoin. Mr. Thomas’s potential loss is the result of forgetting his password to the USB hard drive containing the digital wallet holding 7,002 Bitcoins! He has already failed 11 attempts to access the account and if he reaches 13 failed attempts, the Bitcoins are lost forever.
Facing the Possibility of Incapacity
Even with modern medicine and interventions, it is a real possibility that you or your spouse could become incapable of handling your own medical or financial affairs. A serious illness or sudden accident can happen at any age. Advancing age can bring senility, Alzheimer's disease or other ailments that affect your capacity to make sound decisions about your health. These can also impact the way you manage your finances, including your ability to pay bills, write checks, make deposits or sell assets.